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.
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.
Philadelphia AHA Walk and Run- May 2026
Team Janney participated in the Philadelphia version of the Wall Street Run & Heart Walk ❤️ benefiting the American Heart Association. While attending the Janney Spring Leadership Conference, TEAM JANNEY kicked off the day with a virtual run/walk to and from the iconic Rocky statue 🥊💙 A beautiful morning and a fun way to support such an important cause. Thank you to everyone who participated, supported and donated along the way! ❤️
Philadelphia Eagles Kids Clinic- May 2026
Jenny's husband Scott, her son Scotty & two of his buddies had so much fun at the Philadelphia Eagles Kids Clinic hosted by Janney today! 💚🦅🏈 The boys had an incredible experience participating in football drills, spending the day at the Jefferson Health Training Complex and even getting to meet Eagles team mascot, Swoop! What a memorable day for these kids ! 💚 Thank you to everyone who helped organize such a fantastic event for kids and families! #PhiladelphiaEagles #Swoop #KidsClinic #FamilyFun #GoBirds #JanneyMontgomeryScott
Video Library - "Your Daly Dose"
Early Retirement Offer - Should You Take It?
Are you considering a retirement offer from your employer?
How to Repair Poor Credit?
Tips for improving your credit score.
What is Your Advisor's Process & Value Proposition?
Jenny shares her process and how she offers value.
Industry Events & Professional Development
AdvisorHub 2026 Advisor to Watch- June 2026
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 AHA Heart Gala- June 2026
In June 2026, Jenny and her husband, Scott, were honored to attend the American Heart Association’s Heart of New York City Gala at Cipriani Wall Street. ❤️ Jenny was incredibly humbled to be recognized as one of this year’s New York City Leaders of Impact honorees for her work supporting the American Heart Association through fundraising efforts and organizing Team Janney’s annual Wall Street Heart Walk/Run. Heart health and lifesaving research are causes that mean so much to Jenny, and she is deeply grateful to everyone who has walked, run, donated, and supported Team Janney along the way. ❤️
Financial Advisor Development Program 2026- May 2026
In June 2026, Jenny enjoyed visiting Janney’s home office in Philadelphia to share her career journey and discuss the importance of building meaningful client relationships with the 2026 cohort for the Janney Financial Advisor Development Program. Opportunities like this are always rewarding for Jenny and she was grateful for the opportunity to connect with and support the next generation of advisors at Janney 💙
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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.