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Paying for college is a big financial undertaking.

Are you a HENRY?

Is inflation factored into your retirement planning?

Another incredible experience for Jenny at the Barron's Advisor Women Summit in West Palm Beach! Being surrounded by some of the most accomplished women in wealth management was both inspiring and energizing—leaving her motivated more than ever to drive meaningful impact in the wealth management industry. The sessions delivered actionable insights, and the keynote conversation with Goldie Hawn was a powerful reminder of the importance of leading with both purpose and passion. Beyond professional growth, the Summit stands out for cultivating a sense of connection and community that’s truly unparalleled.

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.

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