Abigail McCloskey, CFP®, CLU®

Senior Financial Advisor

I’m Abby McCloskey, and I’ve been a Financial Advisor with Affinity Wealth Management since 2018.

I spent the first decade of my career in the insurance and financial services industry; working first in operations, then transitioning to sales. I made the decision to become a financial advisor because I was missing part of the client’s story, and some of their overall needs, by just focusing on insurance. My passion lies in building relationships with clients and finding out what matters most to them personally, professionally, and financially. Once I understand the client, I can better craft a personal strategy for them to implement.

In addition to working with clients, I speak to students and women of all ages about financial literacy. I share ideas on how to prioritize savings and how to take the anxiety out of long-term investing.

I am a Chartered Life Underwriter® through the American College and hold my Property/Casualty and Life/Accident/Health insurance licenses in Delaware. In 2020, I became a CERTIFIED FINANCIAL PLANNER™. I live in Hockessin with my husband, two kids, and far too many pets. I spend most of my time outside of the office with family, and preferably outside.