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.

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.

Jenny spent a great afternoon at The Inn at Villanova University for the Exit Planning Institute Regional Summit, an event designed for business owners and advisors focused on building lasting companies and meaningful legacies. The event brought together growth-minded attendees for a lineup of main-stage sessions, panels and networking — all centered on making smarter decisions, building stronger teams, and driving real value. Jenny had the chance to meet Scott Snider and hear keynote speaker Ben Utecht who shared meaningful insights about the importance of culture and purpose

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 💙

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