Haley Christine Mckay-Daily Tibbitts

Employer firm

Steward Partners Investment Advisory, LLC CRD 283004

$36.7B regulatory AUM 9,667 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• FINANCIAL CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2022 → 04/2026
  Jazz Wealth Managers, Inc.
  Largo, FL
• 06/2020 → 03/2022
  The Tiki Tavern
  Safety Harbor, FL
• 10/2019 → 05/2020
  Cafe Ponte
  Clearwater, FL
• 12/2018 → 10/2019
  Bubba Gump
  Madeira Beach, FL
• 08/2018 → 12/2018
  The Salad Shop
  Clearwater, FL
• 01/2017 → 08/2018
  Seminole Lanes
  Seminole, FL
• 08/2014 → 05/2019
  Seminole High School
  Seminole, FL
• 05/2026 → Present
  Steward Partners Global Advisory, Llc
  Largo, FL
• 05/2026 → Present
  Steward Partners Investment Advisory, Llc
  Largo, FL

Previous Registrations

• 2023-09-15 → 2026-06-01
  Jazz Wealth Managers, Inc.
  Largo, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-08-28

Other Names

• Haley Tibbitts
• Haley Mckay-Daily Tibbitts