News and Commentary

What is your relationship with money?

Do you have these key estate planning documents?

Creating and sticking to a budget can help you to achieve your financial goals.

It was great being in Philadelphia for the 2026 Janney Elite Advisor Conference — a few days filled with meaningful conversations, great networking and the opportunity to hear from some truly inspiring speakers. The highlight of the conference for me was getting to hear from Ben Nemtin. He shared his powerful story behind his bucket list and asked us all a powerful, rhetorical question that made the entire room pause: “What do you want to do before you die?” A simple question, but one that’s incredibly clarifying and a reminder of how important it is to be intentional about our dreams, to write them down and to actually go after what matters most.

Jenny was honored to be invited back to her alma mater, Garfield High School, to speak with Mr. Rob LoManto’s Career Class. 🧑🏻‍🏫 Jenny shared her personal story, career path and why she believes wealth management is a meaningful and exciting field for young people to consider. Once a Boilermaker, always a Boilermaker! 💜💛

Jenny loved spending time with so many incredible women in wealth management at the Barron's Advisor Women Summit at the incredible The Breakers Palm Beach ☀️ 🌴 This year celebrated the summit’s 20th anniversary and Jenny is so grateful to have been part of these gatherings over the past few years representing Janney. 💙 One of the true highlights was hearing from Hoda Kotb✨ who shared her story & journey with such honesty and heart that she moved the audience to tears. Her message was unforgettable — a beautiful reminder of strength, resilience and the power of never giving up.

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