Broker Check


Financial Advisor

With a law degree from Pace University, and many years of experience working for financial institutions, Ursula’s experience varies from the traditional financial advisor. Prior to becoming an advisor in 2003, Ursula worked as an attorney in the financial services industry. During that time she gained a deep knowledge of the industry and its regulations, in addition to the financial products that she utilizes in her client portfolios today. 

Ursula is highly involved with her alma mater, the University of New Hampshire, where she obtained a Bachelor of Arts in Psychology and Women’s Studies. Ursula’s personality allows her to accomplish anything she puts her mind to. Naturally, her career progressed toward helping individuals navigate their way through the investment world. Through a distinct partnership with her clients, Ursula Daley brings an energy that motivates individuals to be meaningfully engaged in their own financial life. With the objective to better achieve their retirement goals, she empowers her clients with knowledge and confidence.

Ursula juggles a fast paced life filled with her fun loving family. She is married to Tom and together they have a family of seven children - Jane, Cooper, Cameron, Mara, Elle, Kelsey, and Alyssa.


When Ursula is not at work, she is driving her kids to hockey, spending time on their boat, or relaxing with her family.

When time allows, she enjoys running and yoga. She has completed 9 marathons.

If she could have an IV drip of coffee, her life would be complete.


“A strong woman is a woman determined to do something others are determined not be done.” - Marge Piercy