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Jenny D. Daly
No matter where you are in life — just starting out, in your peak earning years, nearing retirement, or contemplating your legacy — we are here for you. When you work with us, it’s about going beyond investing. It’s about connecting your life and your finances.
We take a comprehensive and customized approach to your finances, by understanding your needs and goals and aligning your investment strategies to help meet those goals. Our depth of knowledge and experience, combined with our Firm’s capabilities and resources, enables us to provide high quality service, while offering advice and executing financial solutions for every stage of life.
Awards
Janney Outstanding Women Advisor of the Year Award
In October of 2024, Jenny Daly was named Janney's Outstanding Women Advisor of the Year. The annual recognition highlights exceptional client service, community engagement and commitment to professional development.
AdvisorsHub Advisors to Watch 2024
In June 2024, Jenny Daly was recognized by AdvisorHub as one of its 250 “Advisors to Watch". Advisors are ranked on a number of criteria including assets, level of service, growth of practice, professionalism, community service and diversity.
Forbes Best-In-State Women Wealth Advisor 2024
In February 2024, Jenny D. Daly was named to the 2024 Forbes Best-In-State Women Wealth Advisors List.
Our Team
No needs are more important than your own. We pride ourselves in making your needs and goals, our own. We don't simply work for you. We work with you to understand who you are as an individual and as an investor. Our mission is to help you to define your financial objectives, and then use that knowledge to develop — together — a plan that is tailored to fit your unique needs and preferences, and is in your best interest. We’re proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation.
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Community Involvement
We are committed to engaging with our local community and finding new ways to be involved, help and give back.
Virtual Holiday Wreath-Making Workshop
Jenny had fun hosting a Janney Virtual Holiday Wreath-Making Workshop with Alice's Table! From festive bows & creative accents, everyone brought their unique flair to their wreaths—and the results were beautiful. Jenny is grateful for the opportunity to connect in such a fun and festive way. Check out some of the beautiful wreaths a behind-the-scenes moment from the workshop!
2024 Hackensack Holiday Party
Janney Hackensack got together tonight to celebrate the holiday season and since Jenny was in Florida for a conference, “Flat Jenny” joined the fun in spirt! Wishing everyone a joyous holiday season filled with laughter, love & good health!
2024 Hackensack Branch Thanksgiving Feast
Gratitude in good company! Janney Hackensack came together to share a Thanksgiving lunch, reflecting on the importance of teamwork, collaboration, and community. Moments like these remind us how lucky we are to work with such dedicated and supportive colleagues. As we head into the holiday season, we are especially thankful for the people we get to work alongside every day. Wishing everyone a happy and safe Thanksgiving filled with gratitude.
Video Library - "Your Daly Dose"
4 Things To Do in the 4 Years Before College
Paying for college is a big financial undertaking.
Wealth-Building Strategies for HENRYs
Are you a HENRY?
Inflation - The Sneaky Thief
Is inflation factored into your retirement planning?
Industry Events & Professional Development
2024 Barron's Advisor Women Summit
Another incredible experience for Jenny at the Barron's Advisor Women Summit in West Palm Beach! Being surrounded by some of the most accomplished women in wealth management was both inspiring and energizing—leaving her motivated more than ever to drive meaningful impact in the wealth management industry. The sessions delivered actionable insights, and the keynote conversation with Goldie Hawn was a powerful reminder of the importance of leading with both purpose and passion. Beyond professional growth, the Summit stands out for cultivating a sense of connection and community that’s truly unparalleled.
Panelist for Delivering with Excellence - The High Net Worth Experience
Jenny recently had the privilege of serving as a panelist alongside her colleagues and Shurdonna S. Joseph, J.D., CFP®, Janney’s Director of The High Net Worth Consulting Group. Together, they shared best practices with our peers on leveraging Janney’s extensive resources to meet the complex needs of our clients.
2024 Janney’s Women Advisors Forum
Jenny had the opportunity to attend and serve as a panelist at Janney’s Women Advisors Forum in Philadelphia.
She is honored to share that she has been named Janney’s 2024 Outstanding Woman Advisor of the year. This annual award recognizes a Financial Advisor who demonstrates outstanding overall performance, community engagement, and commitment to personal and professional growth.
This recognition holds a special place in her heart. Jenny credits her teammates Helen Shaw and Owen Corry in helping her achieve this amazing award along with the endless support of her husband Scott Daly.
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Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.