Jonathan Fliss and The Daley Group have over 40 years of combined experience helping clients navigate through many aspects of their financial lives. Jonathan currently oversees an investment management practice that strives to be highly effective with an enthusiastic focus on wealth planning, estate planning, tax-smart philanthropic giving and business succession planning by collaborating with other TD specialists. His goal is to consistently establish himself as a trusted advisor to the families he serves.
I am proud to have worked at TD for over 10 years, with experience in retail and Private banking. I was excited to join the Daley Group and complete coursework in the investment industry including the CSC and CPH.
As a Client Service Associate, I provide dedicated administrative and specialized support to our clients, I enjoy helping our clients meet their goals, in the world of Investing!
On a personal note, I love attending live theater, artist tribute shows, and trying exciting new recipes!