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Jenny D. Daly
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.
2025 Non-Perishable Food & Personal Hygiene Collection
WE DID IT! With all of your generous donations the Hackensack branch was able to collect non-perishable food & personal hygiene products for Oasis—a haven for women & children located in Paterson, NJ. We can't thank you enough for helping us provide much needed assistance to a well-deserved community organization. Oasis is a nonprofit organization that carries out educational and social service programs that help women enter and succeed in the workforce and help children flourish academically. They also operate a soup kitchen and provide emergency food, clothing, and social support to city residents in need.
Virtual Holiday Wreath-Making Workshop
Jenny had fun hosting a Janney Virtual Holiday Wreath-Making Workshop with Alice's Table! From festive bows & creative accents, everyone brought their unique flair to their wreaths—and the results were beautiful. Jenny is grateful for the opportunity to connect in such a fun and festive way. Check out some of the beautiful wreaths a behind-the-scenes moment from the workshop!
2024 Hackensack Holiday Party
Janney Hackensack got together tonight to celebrate the holiday season and since Jenny was in Florida for a conference, “Flat Jenny” joined the fun in spirt! Wishing everyone a joyous holiday season filled with laughter, love & good health!
Video Library - "Your Daly Dose"
How Do I Get a Copy of My Credit Report
How to obtain a copy of your credit report.
IRS List of Tax Scams to Watch Out For
The IRS releases a list of tax scams, here are some to watch out for.
4 Things To Do in the 4 Years Before College
Paying for college is a big financial undertaking.
Industry Events & Professional Development
2025 Janney Elite Conference
This week, Jenny was in Philadelphia participating in the 2025 Janney Elite Advisor Conference! She feels honored to join two panel discussions with her amazing peers—sharing insights & best practices on financial planning, practice management, and marketing. One of the most memorable moments for her was meeting the legendary Professor Jeremy Siegel and hearing his keynote address on Stocks for the Long Run. His insights were both inspiring and thought-provoking. Jenny is leaving this conference feeling motivated and full of fresh ideas to better serve her clients. She is grateful to be part of such a collaborative and forward-thinking community.
2024 Barron's Advisor Women Summit
Another incredible experience for Jenny at the Barron's Advisor Women Summit in West Palm Beach! Being surrounded by some of the most accomplished women in wealth management was both inspiring and energizing—leaving her motivated more than ever to drive meaningful impact in the wealth management industry. The sessions delivered actionable insights, and the keynote conversation with Goldie Hawn was a powerful reminder of the importance of leading with both purpose and passion. Beyond professional growth, the Summit stands out for cultivating a sense of connection and community that’s truly unparalleled.
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.
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