Advisors Capital Management Direct Wealth team is pleased to announce that Harold Delaney CFP® has joined the firm as a regional Vice President and investment advisor servicing the New England area. Go Red Sox!
“Harry brings years of servicing high net worth clients at Fidelity and we are thrilled he will be representing our direct wealth team.” Said Kevin Kern, ACM’s Co-Founder.
Through comprehensive planning and investment management, Harry and ACM’s wealth team will be developing customized strategies to help clients meet their financial goals. Harry strives for a high level of service with each client to make sure the clients’ plans remain on track.
Prior to joining ACM, Harry spent over 14 years in varied roles with Fidelity Investments, TD Ameritrade and Scottrade. The majority of the time was spent as a Financial Consultant in Fidelity’s investment centers, helping Fidelity clients plan, manage and meet their investment goals. In this role, Harry was responsible for over 400 family relationships with Fidelity and helped oversee $600 million in assets under management.
Harry earned his Bachelor of Science from the University of Massachusetts Amherst and his certificate in financial planning from Boston University. Harry holds the Certified Financial Planner™ charter since 2014.