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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. ... Read more. Read less.
Video Library - "Your Daly Dose"
Your one-stop destination for a library of brief educational videos focused on answering your financial planning questions.
Industry Events & Professional Development
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2024 Janney’s Women Advisors Forum
Jenny had the opportunity to attend and serve as a panelist at Janney’s Women Advisors Forum in Philadelphia. She is honored to share that she has been named Janney’s 2024 Outstanding Woman Advisor of the year. This annual award recognizes a Financial Advisor who demonstrates outstanding overall performance, community engagement, and commitment to personal and professional growth. This recognition holds a special place in her heart. Jenny credits her teammates Helen Shaw and Owen Corry in helping her achieve this amazing award along with the endless support of her husband Scott Daly.
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2024 AdvisorHub Summit
Jenny was invited to New York City for the AdvisorHub Summit with her colleague Bruce Milstein, CFP®, Complex Manager of Janney Midtown. At the summit, they enjoyed some insightful discussions on the future of wealth management, including the evolving role of AI in driving growth, the importance of aligning values with investments & current perspectives on the markets, the economy & potential impacts from the election.
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Jenny Earns Her Certified Exit Planning Advisor Designation
Jenny is thrilled to share that she has earned the CEPA® designation. The Certified Exit Planning Advisor specializes in helping business owners develop and execute a plan to exit their business. The CEPA® designation is awarded by the Exit Planning Institute after completing a rigorous training program and passing an exam. She can’t wait to introduce this service to you!
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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.