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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
Forbes Best-in-State Women Wealth Advisor 2025
In February 2025, Jenny Daly was named to the Forbes Best-in-State Women Wealth Advisors list for the third consecutive year.
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.
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.
Wall Street Walk 2025
Every year, the Wall Street Run & Heart Walk brings together the financial community in support of the American Heart Association —and this year was no exception! While many gathered for the main event in the Financial District of Lower Manhattan last night, we also had teammates in Philadelphia join remotely in the morning, just ahead of the Janney Spring Leadership Conference—to walk and run for a cause close to all of our hearts. We’re proud to share that together we raised nearly $16,000 for the American Heart Association. Thank you to everyone who participated, supported and donated! Go TEAM JANNEY!
North Caldwell Softball and Baseball Sponsorships
Jenny is proud to sponsor her daughter Abby and son Scotty’s softball & baseball teams for North Caldwell Recreation. It was a great Opening Day! Jenny wants to extend a special thank you to the mayor of North Caldwell for recognizing veterans, including her husband Scott.
2025 World Down Syndrome Day
We are so proud to “ROCK OUR SOCKS” in Hackensack (or Hackensock?!) to celebrate World Down Syndrome Day. Every year on March 21, people all around the world come together to celebrate World Down Syndrome Day by wearing brightly colored mismatched socks.
Video Library - "Your Daly Dose"
What is a Financial Wellness Plan?
Let's take a closer look at a financial wellness plan.
Putting Together the Retirement Income Puzzle
Do you know what income you can expect once you enter into Retirement?
How to Navigate Your Social Security Statement
The personal Social Security statement, created to help Americans understand the Social Security benefits they might be entitled to, has been redesigned.
Industry Events & Professional Development
Owen Corry Earns his Series 7 License
We are thrilled to announce that Owen Corry has officially earned his Series 7 license. This accomplishment reflects the hard work and dedication Owen consistently exhibits. We are so proud of his accomplishment and to have him as a member of our team.
2025 Forbes / SHOOK On-the-Road Event
Jenny had a great time spending the afternoon in NYC today at the 2025 Forbes | SHOOK On-the-Road Regional Event. The presentations featured insightful sessions on private equity, real assets and market outlooks, along with discussions on key industry trends. It was a great opportunity to learn from experts and connect with fellow professionals.
2025 Forbes Best-in-State Women Wealth Advisors
Jenny is honored to share that she has been named to the 2025 Forbes Best-in-State Women Wealth Advisors list for the third consecutive year. Jenny is so grateful for this recognition and could not have achieved it without her amazing partners Helen Shaw & Owen Corry. To our valued clients, thank you for the confidence and trust you continue to place in us.
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.