Awards
AdvisorHub 2026 Advisor to Watch
In June 2026, Jenny Daly was recognized by AdvisorHub as a 2026 Advisor to Watch for the fifth consecutive year. This honor reflects her longstanding commitment to helping clients navigate complex financial decisions and pursue their long-term goals. Through personalized planning, thoughtful guidance and a client-centered approach, Jenny continues to make a meaningful impact on the individuals, families and organizations she serves.
2026 Best-in-State Women Wealth Advisor
In February 2026, Jenny Daly was named to the Forbes Best-in-State Women Wealth Advisors list for the fourth consecutive year.
AdvisorHub Advisors to Watch 2025
In June 2025, 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.Jenny Daly Wealth Management and The Dupre Keating Group are advisory teams within Janney Montgomery Scott LLC (“Janney”), a registered broker-dealer and investment adviser. This strategic partnership reflects a collaborative relationship within the firm and does not create a separate legal entity. Clients continue to be served through Janney and maintain their existing advisory relationships.
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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.
Paul Piccoli Memorial Golf Outing- October 2026
Jenny was proud to once again support the Paul Piccoli Memorial Golf Outing, which was held this year on October 1st. 💙⛳Year after year, she is amazed by the incredible community of family and friends who come together to celebrate Paul’s life and continue his legacy. It’s such a special event, and she's grateful to play a small part in supporting it.Congratulations to everyone who worked so hard to make this year’s outing another wonderful celebration of Paul and the remarkable impact he continues to have. 💙
Macedonian Food Festival- September 2026
Jenny was proud to once again be a sponsor for the annual 🇲🇰 Macedonian Food Festival 🇲🇰 in Cedar Grove, NJ — an event that has a very special connection to her family. ❤️ Both of her parents were born in Macedonia and they took Abby and Scotty to enjoy some delicious Macedonian food and experience the culture and traditions their grandparents grew up with. Supporting the local community has always been an important part of Jenny's practice, but being able to support an event that also celebrates her own family’s heritage makes this one especially meaningful.
Hackensack Golf Club Luncheon- June 2026
The Hackensack branch was pleased to host several clients at Hackensack Golf Club in Emerson, NJ for an educational luncheon and discussion focused on the economy, financial markets, and the factors that could influence investment performance in the year ahead. Bryan Favilla of Capital Group provided valuable perspectives and market insights that helped foster a thoughtful and engaging discussion. The team appreciated the participation of all attendees and the opportunity to connect over an informative and enjoyable afternoon.
Video Library - "Your Daly Dose"
What is Direct Indexing?
Why would someone consider direct indexing?
Do I Need Flood Insurance for a Third-Floor Beach Condo?
Are you considering purchasing flood insurance for a beach condo?
Sector Investing
Understanding how sectors work.
Industry Events & Professional Development
Financial Advisor Council Meeting- October 2026
It was great for Jenny to be at Janney’s headquarters in Philadelphia for the two-day Financial Advisor Council meeting.Jenny is honored to serve on the Council, a small group of Financial Advisors selected to represent the perspectives of the advisor community and engage directly with Janney’s executive leadership team.She left especially excited about the strategic initiatives that were outlined and the vision for Janney’s future. They also had the opportunity to meet several of Janney’s key new leaders, and Jenny was incredibly impressed by their vision, energy and commitment to the firm’s future. There is so much to look forward to for Janney, its Financial Advisors and, most importantly, the clients they serve.Jenny was grateful for the opportunity to have a seat at the table, exchange ideas and represent the voices of her fellow advisors. It was an energizing two days!
Financially Fierce Presentation- September 2026
There are some nights when you can just feel the energy in the room. Last night was one of them. 💙 Jenny was so proud to be there supporting her colleague and friend, Dawn Dupre, ADPA® as she presented Financially Fierce: Owning Your Money Story to an incredible group of women from Chief Philadelphia. Dawn was fantastic. But what Jenny loved most was what happened beyond the presentation itself — the questions, the stories, the vulnerability, the laughter and even some raw emotion. Money is deeply personal, and when women are given a comfortable space to talk about it openly, something pretty powerful happens. Jenny loved being there alongside Megan Dupre-Keating, CRPC®, ADPA®, and getting to know so many wonderful women throughout the evening. This is exactly why Financially Fierce was created. It isn't simply about investments or numbers. It's about helping women better understand their relationship with money, build confidence around their financial lives and feel empowered to own their next chapter.
Jenny Daly Featured in The Wall Street Journal- July 2026
In July 2026, Jenny Daly was invited to contribute to a Wall Street Journal article examining the growing impact of student loan debt on retirement planning. The article explores how millions of older Americans are carrying education debt into retirement and the financial planning strategies available to help address these challenges. Drawing on her experience helping clients navigate complex financial decisions, Jenny shared insights on how thoughtful budgeting and comprehensive financial planning can help individuals balance education debt while remaining focused on their long-term retirement goals.The article, "Student-Loan Debt Is Threatening the Best-Laid Retirement Plans," features perspectives from financial professionals across the country and highlights the importance of personalized financial planning when balancing competing priorities.Jenny is honored to have been recognized by The Wall Street Journal and remains committed to helping clients make informed financial decisions through personalized, goals-based planning.Read the full article here: https://www.wsj.com/personal-finance/retirement-student-loan-debt-a0c5e678?mod=Searchresults&pos=1&page=1
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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.