News and Commentary
Video Library - "Your Daly Dose"
Examining Your Relationship with Money
What is your relationship with money?
4 Key Estate Planning Documents Everyone Should Consider
Do you have these key estate planning documents?
Budget and Spending
Creating and sticking to a budget can help you to achieve your financial goals.
Industry Events & Professional Development
2025 Exit Planning Institute Regional Summit
Jenny spent a great afternoon at The Inn at Villanova University for the Exit Planning Institute Regional Summit, an event designed for business owners and advisors focused on building lasting companies and meaningful legacies. The event brought together growth-minded attendees for a lineup of main-stage sessions, panels and networking — all centered on making smarter decisions, building stronger teams, and driving real value. Jenny had the chance to meet Scott Snider and hear keynote speaker Ben Utecht who shared meaningful insights about the importance of culture and purpose
Financial Advisor Development Program 2025
Jenny visited Janney’s home office in Philadelphia for a session with the Financial Advisor Development Program. She enjoyed connecting with the next generation of Janney financial advisors — sharing her career path and best practices for building strong client relationships. She has benefited so much from mentoring throughout her own career, so it was especially meaningful to give back and support this year’s cohort as they begin their journeys 💙
SIFMA Social Media & Digital Marketing Seminar 2025
Jenny was honored to represent JANNEY 💙 as a panelist at the Securities Industry and Financial Markets Association (SIFMA) Social Media & Digital Marketing Seminar 2025 in New York City at New York Law School. The session, “Financial Advisors: Successful Social Media & Digital Marketing Strategies,” brought together advisors from across the industry to share best practices for connecting with clients and engaging new prospects through digital channels. She enjoyed the opportunity to exchange ideas with colleagues and highlight how thoughtful compliant marketing strategies can help us all serve clients better. It was a privilege for her to sit alongside: • Laura Herrera, CPA, RBC • Candace Hobbs, CFP®, Edward Jones • Tiffany Irving, CFP®, CEPA®, Mesirow Wealth Management • Tom Singh, CEPA®, CPFA®, Merrill with insightful moderation by Gail Gross of Merrill.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
December 01, 2025
A Family Conversation on Estate Planning
Having a conversation regarding your estate plan can help ensure that everyone involved in the eventual management and settlement of your estate understands your wishes.
November 28, 2025
A Meaningful Gift for the Holidays
The holidays are a time for giving, and the most meaningful gifts often aren’t the ones that come wrapped. If you know someone who could use more clarity or confidence in their financial life, feel free to introduce them to me for a complimentary wealth planning session.
Even if they already work with another advisor, a second opinion can offer fresh perspective or added reassurance for the year ahead.
If someone comes to mind, you can share this message, reach out to me directly, or pass along my website — www.jennyddaly.com — for my contact information.
Wishing you a happy & healthy holiday season!
For more information about Janney, please see Janney’s Relationship Summary (Form CRS) at www.janney.com/crs, which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
