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.
For the Love of Paddle- October 2026
So proud of friend and colleague Megan Dupre-Keating, CRPC®, ADPA®! 💗 Jenny was so happy to be there to support Megan and attend For the Love of Paddle, a wonderful fundraiser benefiting Unite for HER. Megan spoke beautifully about the importance of supporting people facing breast and ovarian cancer and shared the very personal story of losing her own mother far too young. She asked everyone in the room to think about their own “why” — why they paddle, who they are there for and what brings them to support a cause like this. There was so much energy in the room, and more than $40,000 was raised for an organization doing truly meaningful work. Megan, what a beautiful way to honor your mom and use your story to help others. 💗 Learn more about the wonderful work of Unite for HER at uniteforher.org.
Halloween Costume Drive- October 2026
Janney Hackensack, in partnership with Jersey Cares, collected an amazing assortment of children’s Halloween costumes 👻🎃 along with plenty of accessories and treat bags for children in need across the state of New Jersey.We can’t thank everyone enough 🙏🏼 for your generosity and for helping give children the chance to enjoy a fun and festive Halloween! It was fun to take a little break in the day, be silly, throw on some masks, and take a branch photo to celebrate what was accomplished together! 😊🎃Please visit the Jersey Cares website for more information about the Halloween Costume Drive: https://bit.ly/4B7wnCJ
Paul Piccoli Memorial Golf Outing- October 2026
Jenny was proud to once again support the Paul Piccoli Memorial Golf Outing, which was held this year on October 1st. 💙⛳Year after year, she is amazed by the incredible community of family and friends who come together to celebrate Paul’s life and continue his legacy. It’s such a special event, and she's grateful to play a small part in supporting it.Congratulations to everyone who worked so hard to make this year’s outing another wonderful celebration of Paul and the remarkable impact he continues to have. 💙
Video Library - "Your Daly Dose"
4 Ways to Automate Your Finances
Are you currently automating your finances?
What is Direct Indexing?
Why would someone consider direct indexing?
Do I Need Flood Insurance for a Third-Floor Beach Condo?
Are you considering purchasing flood insurance for a beach condo?
Industry Events & Professional Development
Janney’s Women Advisors Forum- October 2026
Jenny was excited to be back in Philadelphia this week for Janney’s Women Advisor Forum— a wonderful opportunity to connect, learn and spend time with so many talented colleagues and friends. A highlight for her was having the opportunity to participate in a panel discussion about purpose and what it means to build a career around work that truly matters to you. After over 25 years in this business, Jenny feels incredibly fortunate that her career has given her a sense of purpose that goes far beyond investments & financial planning. It’s about the relationships we build, the families we help, the people we support through some of life’s biggest transitions and hopefully making a meaningful difference along the way. She is grateful for the conversations, the connections and the reminder of just how much she loves what she does 💕
Financial Advisor Council Meeting- October 2026
It was great for Jenny to be at Janney’s headquarters in Philadelphia for the two-day Financial Advisor Council meeting.Jenny is honored to serve on the Council, a small group of Financial Advisors selected to represent the perspectives of the advisor community and engage directly with Janney’s executive leadership team.She left especially excited about the strategic initiatives that were outlined and the vision for Janney’s future. They also had the opportunity to meet several of Janney’s key new leaders, and Jenny was incredibly impressed by their vision, energy and commitment to the firm’s future. There is so much to look forward to for Janney, its Financial Advisors and, most importantly, the clients they serve.Jenny was grateful for the opportunity to have a seat at the table, exchange ideas and represent the voices of her fellow advisors. It was an energizing two days!
Financially Fierce Presentation- September 2026
There are some nights when you can just feel the energy in the room. Last night was one of them. 💙 Jenny was so proud to be there supporting her colleague and friend, Dawn Dupre, ADPA® as she presented Financially Fierce: Owning Your Money Story to an incredible group of women from Chief Philadelphia. Dawn was fantastic. But what Jenny loved most was what happened beyond the presentation itself — the questions, the stories, the vulnerability, the laughter and even some raw emotion. Money is deeply personal, and when women are given a comfortable space to talk about it openly, something pretty powerful happens. Jenny loved being there alongside Megan Dupre-Keating, CRPC®, ADPA®, and getting to know so many wonderful women throughout the evening. This is exactly why Financially Fierce was created. It isn't simply about investments or numbers. It's about helping women better understand their relationship with money, build confidence around their financial lives and feel empowered to own their next chapter.
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