News and Commentary

Are you currently automating your finances?

Why would someone consider direct indexing?

Are you considering purchasing flood insurance for a beach condo?

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 💕

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!

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.

Learn what led Jenny Daly to Wealth Management and her approach to financial planning & client relationships.