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.
2025 Hackensack Thanksgiving Feast
Grateful hearts and full plates over here! 🍁✨Janney Hackensack came together for our annual Thanksgiving lunch today and it was such a nice moment to pause and appreciate the simple things — good food, good conversations, and the privilege of working alongside wonderful people who enjoy what they do. Wishing everyone a warm, happy, and safe Thanksgiving surrounded by the people who mean the most. 💛
2025 Halloween Costume Drive
WE DID IT! 💙 JANNEY Hackensack in partnership with Jersey Cares was able to collect children’s 👻 🎃 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! 🧡 Please visit the Jersey Cares website for more information about the costume drive: https://bit.ly/4eJG2E1
2025 Wine Tasting at the Barrow House
What a fun client appreciation event! Thank you Jeremy Kees for your partnership ! 🍷 💙✨
Video Library - "Your Daly Dose"
Examining Your Relationship with Money
What is your relationship with money?
4 Key Estate Planning Documents Everyone Should Consider
Do you have these key estate planning documents?
Budget and Spending
Creating and sticking to a budget can help you to achieve your financial goals.
Industry Events & Professional Development
2025 Barron's Advisor Women Summit
Jenny loved spending time with so many incredible women in wealth management at the Barron's Advisor Women Summit at the incredible The Breakers Palm Beach ☀️ 🌴 This year celebrated the summit’s 20th anniversary and Jenny is so grateful to have been part of these gatherings over the past few years representing Janney. 💙 One of the true highlights was hearing from Hoda Kotb✨ who shared her story & journey with such honesty and heart that she moved the audience to tears. Her message was unforgettable — a beautiful reminder of strength, resilience and the power of never giving up.
2025 Exit Planning Institute Regional Summit
Jenny spent a great afternoon at The Inn at Villanova University for the Exit Planning Institute Regional Summit, an event designed for business owners and advisors focused on building lasting companies and meaningful legacies. The event brought together growth-minded attendees for a lineup of main-stage sessions, panels and networking — all centered on making smarter decisions, building stronger teams, and driving real value. Jenny had the chance to meet Scott Snider and hear keynote speaker Ben Utecht who shared meaningful insights about the importance of culture and purpose
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 💙
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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.