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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.
2024 Halloween Costume Drive
WE DID IT! JANNEY Hackensack in partnership with Jersey Cares was able to collect children’s Halloween costumes, as well as plenty of accessories & treat bags for children in need across the state of New Jersey. We can't thank you enough for helping us provide children with the chance to enjoy a fun and festive Halloween!
Yoga Night at Indigo Yoga
Jenny was able to host a special Yoga Night for a few clients & friends at Indigo Yoga. This event was a great way to unwind, recharge, and connect with clients. Namaste.
Yacht Cruise Around New York City
We had an incredible evening of JANNEY fun on the water last week! Aboard The Destiny Yacht—we cruised the Hudson River, taking in breathtaking sunset views of New York City while enjoying great music, delicious food, and fantastic company. A huge thank you to our branch manager, Thomas Croonquist and the rest of our Hackensack team for organizing such an outstanding event!
Video Library - "Your Daly Dose"
Wealth-Building Strategies for HENRYs
Are you a HENRY?
Inflation - The Sneaky Thief
Is inflation factored into your retirement planning?
Rebalancing 101: How to Get Your Portfolio Back on Track
Is it time for a portfolio rebalance?
Industry Events & Professional Development
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.
2024 AdvisorHub Summit
Jenny was invited to New York City for the AdvisorHub Summit with her colleague Bruce Milstein, CFP®, Complex Manager of Janney Midtown. At the summit, they enjoyed some insightful discussions on the future of wealth management, including the evolving role of AI in driving growth, the importance of aligning values with investments & current perspectives on the markets, the economy & potential impacts from the election.
Office Information
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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.