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Lesley-Ann O'brien
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Work Experience
Director
Apr 2010 - Present · 14 years and 9 months
brady & jones insurance brokers
Independent Financial Advisor
May 2004 - Mar 2010 · 5 years and 10 months
Customer Service Officer
Jan 1998 - Oct 2002 · 4 years and 9 months
Company Details
Affinity Wealth Management is a full service, independent Wealth Management firm that has been serving successful individuals, families, and small businesses since 1974. We have clientele that spans the country. Affinity Wealth Management provides needs-based financial services to help clients meet their personal and financial goals. Affinity Wealth Management, LCL is a registered investment advisor. Affinity Wealth Management provides investment advisory and related services for clients nationally. Affinity Wealth Management will maintain all applicable registration and licenses as required by the various states in which Affinity Wealth Management conducts business. For additional information, please visit our website at www.affinitywealth.com.
Year Founded
1974
Social Media
LinkedinFacebookTwitter
Industry
Investment Management
HQ Location
2961 Centerville Rd Suite 310 Wilmington, Delaware 19808, US
Keywords
Investment ManagementFinancial PlanningEstate PlanningTax Planning
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