Awards
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.
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.
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.
Paul Piccoli Memorial Golf Outing
Jenny was a proud sponsor of thePaul Piccoli Memorial Golf Outing. A Although she never had the privilege of meeting Paul, she is so grateful to know many of his family members & friends and continue learning about the incredible man he was. 16 years later, this annual outing remains vibrant and growing—a true celebration of his life and honoring a remarkable person 💙
Macedonian Food Festival
Jenny had fun hosting a Janney booth at the Macedonian Food Festival! ✨ Both of her parents were born in Macedonia and she carries that heritage with pride as a first-generation American. Getting to celebrate her roots while representing Janney felt so meaningful ❤️
Celebrating a Joyful Retirement Moment
A recent snapshot from a well-deserved vacation captures a beautiful moment: Jenny's parents standing by the turquoise sea, smiling brightly and proudly wearing their JANNEY T-shirts. It’s a scene that reflects not only the joy of retirement but also the fulfillment of years of careful planning and dedication. For Jenny — who also serves as their financial advisor — this image represents one of the greatest privileges of her career. Helping her parents enjoy the retirement they worked so hard to achieve brings deep personal and professional meaning. It’s a powerful reminder of the impact thoughtful financial guidance can have on the lives of those we care about most.
Video Library - "Your Daly Dose"
Budget and Spending
Creating and sticking to a budget can help you to achieve your financial goals.
Should I Choose a Mortgage With No Points
Mortgage points vs. no points: What's really best for you?
Will My Condo Association Master Policy Cover My Property?
The master policy may not cover everything -- supplemental insurance can fill the gaps.
Industry Events & Professional Development
Financial Advisor Development Program 2025
Jenny visited Janney’s home office in Philadelphia for a session with the Financial Advisor Development Program. She enjoyed connecting with the next generation of Janney financial advisors — sharing her career path and best practices for building strong client relationships. She has benefited so much from mentoring throughout her own career, so it was especially meaningful to give back and support this year’s cohort as they begin their journeys 💙
SIFMA Social Media & Digital Marketing Seminar 2025
Jenny was honored to represent JANNEY 💙 as a panelist at the Securities Industry and Financial Markets Association (SIFMA) Social Media & Digital Marketing Seminar 2025 in New York City at New York Law School. The session, “Financial Advisors: Successful Social Media & Digital Marketing Strategies,” brought together advisors from across the industry to share best practices for connecting with clients and engaging new prospects through digital channels. She enjoyed the opportunity to exchange ideas with colleagues and highlight how thoughtful compliant marketing strategies can help us all serve clients better. It was a privilege for her to sit alongside: • Laura Herrera, CPA, RBC • Candace Hobbs, CFP®, Edward Jones • Tiffany Irving, CFP®, CEPA®, Mesirow Wealth Management • Tom Singh, CEPA®, CPFA®, Merrill with insightful moderation by Gail Gross of Merrill.
2025 Janney Women Advisors Forum
Jenny was grateful for the opportunity to attend Janney’s Women Advisors Forum in Philadelphia. The event was a fantastic chance to connect with inspiring women advisors, Janney leaders, and industry experts, while continuing to grow her knowledge to better serve clients with excellence.
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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.