Daisia began her career with Concord Wealth Partners as an Operations Associate in July 2019 after graduating from the University of Maryland Eastern Shore with a Bachelor’s Degree in Finance. Daisia has obtained the FINRA Series 65 license, holds the Financial Paraplanner Qualified Professional® (FPQP®) designation, and is currently working to obtain her CERTIFIED FINANCIAL PLANNER™ certification.
Daisia was born and raised in Maryland and has been a lifelong resident of the state. When she is not at work, she enjoys spending time with her husband, Charles, and daughter, Taylor. Her hobbies include watching movies, trying new restaurants, cooking, and traveling.
What’s unique about our team is our keen understanding that financial decisions are so much more than just numbers and projections on a sheet of paper. They have a meaningful impact on you and your family financially AND emotionally (we call this the “head” and “heart” of financial decisions). It is our goal to guide you with grace and empathy and provide the peace of mind you have been missing.
Give us 15 minutes to listen to your situation, then we will connect you with an advisor ready to help you reach your financial goals.
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