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Are you a HENRY?

Is inflation factored into your retirement planning?

Is it time for a portfolio rebalance?

Jenny recently had the privilege of serving as a panelist alongside her colleagues and Shurdonna S. Joseph, J.D., CFP®, Janney’s Director of The High Net Worth Consulting Group. Together, they shared best practices with our peers on leveraging Janney’s extensive resources to meet the complex needs of our clients.

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.

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.

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