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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 💙

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.

Jenny was grateful for the opportunity to attend Janney’s Women Advisors Forum in Philadelphia. The event was a fantastic chance to connect with inspiring women advisors, Janney leaders, and industry experts, while continuing to grow her knowledge to better serve clients with excellence.

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