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Jenny D. Daly
Awards
North Caldwell Community Service Award
Mayor Joshua Raymond & Town Council of Jenny’s hometown —the Borough of North Caldwell – honored her for her community service in recognition of Women’s History Month.
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.
Janney Pinnacle Award 2023
In October 2023, Jenny Daly was selected to be the recipient of Janney Pinnacle Award. Jenny was presented the award by President of Janney Private Client, Kevin Reed. The Pinnacle Award was established to recognize an advisor with outsized achievement in practice management including commitment to growth as a fiduciary, leading with advice through financial planning, marketing strategy and execution.
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.
Earth Day 2024
It was great celebrating Earth Day at JANNEY Hackensack for our Shredding & Food Drive Event! 🌎 🌱 We loved spending time with our clients while supporting The Center for Food Action 💚 https://www.cfanj.org/
North Caldwell Softball & Baseball Sponsorship
Proud sponsor of my daughter Abby and son Scotty’s softball & baseball teams for North Caldwell Recreation ⚾️🥎 It was a great Opening Day!! A special thank you to our Mayor for recognizing our veterans, including my husband, Scott ❤️
World Down Syndrome Day 2024
We are so proud to “ROCK OUR SOCKS” 🧦 in Hackensack (or Hackensock?!) to celebrate World Down Syndrome Day. Every year on March 21, people all around the world come together to celebrate World Down Syndrome Day by wearing brightly colored, mismatched socks. You can learn more here - https://bit.ly/3LGkM69 #lotsofsocks #WorldDownSyndromeDay
Video Library - "Your Daly Dose"
The 3 Phases of Business Continuation Planning
Do you have a plan in place for your business' future?
The Pros and Cons of a Big Tax Refund
Should you be taking another look at your withholdings?
3 Factors to Consider When Investing for the Long Term
Proper planning can help guide your portfolio for the long term.
Industry Events & Professional Development
AdvisorHub's Women Advisory Summit 2024
Enjoyed being in NYC to represent Janney at AdvisorHub’s Women Advisor Summit at the historical Metropolitan Club. It was a day filled with insightful sessions tailored to women in finance—touching on everything from the unfolding healthcare revolution, market outlooks, and career & life hacks.
NYSE Women's History Month Celebration - BNY Mellon
Jenny joined an event for women in financial services in celebration of Women's History Month. Hosted by BNY Mellon, it was held at the New York Stock Exchange.
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.
Office Information
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