How the Financial Industry Can Attract and Retain More Women Advisors
I was proud to share my story of not only breaking into – but thriving within! – the financial services industry with AdvisorHub recently. I started as a mentee to G. Thomas Croonquist, Jr. here at Janney 25 years ago to now enjoy more than anything giving back to the industry by helping influence more women to choose this career path.
2023 Financial Advisor Development Program Panelist
It was great visiting the home office of Janney Montgomery Scott LLC in Philadelphia and being a panelist for the Financial Advisor Development Program. It was fun sharing my career path & best practices regarding client relationships with this year’s cohort.
2023 Forbes / SHOOK On-the-Road Event
It was great spending an afternoon in NYC at the Forbes / SHOOK On-The-Road Regional Event hearing from industry leaders on topics such as practice management, the markets & economy.
Janney Practice Management Session
I had the honor to be a panelist with my colleague for an internal Practice Management session focused on how I utilize videos to deepen client relationships. It was so much fun to be able to share my best practices on this unique marketing angle.
2023 Women Working in Wealth Management
It is great spending International Women’s Day in a room full of women at the 2023 Women Working in Wealth Management Summit in NYC 💜
Forbes Best-In-State Women Wealth Advisor 2023
In February 2023, Jenny D. Daly was named to the Forbes 2023 Best-In-State Women Wealth Advisors list.
Janney Earns Great Place to Work Certification
This prestigious recognition is based entirely on what current employees say about their experience working at Janney
Janney ELITE Advisor Conference 2023
In January 2023, I attended the Janney ELITE conference and enjoyed exploring this year's theme "Leading the Way." I'm excited to continue my pursuit of exceeding client expectations by implementing what I learned about industry trends, the market & economy, practice management, and more.
Kickoff for Janney ELITE 2023 Panel
It was exciting to kick things off at the 2023 Janney ELITE conference! This year's theme is "Leading the Way". It was fun being a speaker on a panel with my colleagues to discuss our best practices regarding financial planning.
Janney Virtual Open House - 2022
In December 2022 I was able to participate in a virtual Janney Open House where I got to talk about how Janney is a great organization for me and my clients!
Barron's Women Summit 2022
In December 2022, I had the pleasure of attending the Barron’s Advisor Women Summit. The invitation-only event brought together accomplished women across the industry to share insights to help improve client service and provide their various perspectives on leadership and development.
AdvisorHub Summit 2022
In November 2022, I was able to attend AdvisorHub's gathering of nominees and winners of its inaugural Advisors to Watch Ranking for a full-day event at The University Club in New York City. I enjoyed discussions on practice management, investing, team building and the future of the industry, led by challenging thought leaders.
Janney Women Advisor Forum 2022 Financial Planning Award
At the 2022 Janney Women Advisors Forum, we proudly recognized some of our Financial Advisors for excellence in financial planning, practice growth, marketing, as well as client and community service.
Janney Women Advisors Forum 2022
Had a great time in October 2022 at the Janney Women Advisors Forum in Philadelphia! It was the perfect combination of reconnecting with colleagues, friends & leadership, learning & development & FUN!
AdvisorHub Advisors to Watch 2022
In September 2022 Jenny Daly was recognized as one of AdvisorHub's Advisors to Watch - Top 50 Solo Practice
Jenny Celebrates 5 years at Janney!
In October 2022, Jenny celebrated 5 years with Janney!
Seton Hall University Talk - Fall 2022
I had the privilege once again to speak to young, inspiring college students from Seton Hall University on my career of being a Financial Advisor at Janney Montgomery Scott LLC. I was truly honored to have this opportunity to tell my story to the next generation setting their path to success in the financial services industry.
Helen Shaw Home Office Visit 2022
Helen Shaw, my Private Client Associate, visited our Headquarters in Philadelphia. Helen spent the day working with our home office departments to hear and learn about effective and efficient practices to further her knowledge on all of Janney’s offerings. Helen is excited to continue engaging in ways to enhance our "client first" experience.
Welcome to Janney Helen Shaw!
In my ongoing effort to provide superior service to my clients, I am very pleased to announce the addition of my new team member: Helen Shaw, Registered Private Client Associate. Helen has over 30 years of experience in the Financial Services industry. Helen joined Janney in September 2022 to support Jenny Daly, whom she previously worked with while at Merrill. Helen was attracted to the firm because of its reputation and longevity in the securities industry.
Janney Wealth Management Conference 2022
In June 2022, I was fortunate enough to attend Janney’s annual Wealth Management Conference in Baltimore, MD where I participated in sessions and conversations regarding planning for longevity, health care costs in retirement, estate planning, wealth transfer strategies, business succession planning, responsible investing, leveraging technology, the future of advice, and much more. I am excited to implement this information in my practice and continue to help clients reach their financial goals.
Hackensack Branch Special Earth Day WebEx 2022
Our Special Earth Day WebEx on Responsible Investing featuring Lenore Reiner, CFP®, CSRIC® Senior Responsible Investment Strategy Specialist was terrific! Thank you everyone for joining us!
Swap The Biz Networking Group
In March 2022 I became a member of a networking community. I'm looking forward to collaborating with colleagues and building the team approach to helping my clients.
CSRIC Designation 2022
I'm pleased to share that I've recently earned the Chartered SRI Counselor (CSRIC) designation. Individuals who hold the CSRIC designation possess a foundation of knowledge including the history, definitions, trends, portfolio construction principles, fiduciary responsibilities, and best practices for sustainable, responsible, and impact (SRI) investments. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.
Seton Hall University Talk - Spring 2022
In February 2022 I had the privilege to speak to young, inspiring college students from Seton Hall University, on my career of being a Financial Advisor at Janney. I was truly honored to have this opportunity to tell my story to the next generation setting their path to success in the financial services industry.
Forbes Best Midsize Employer 2022
We've been named a Best Midsize Employer in 2022 for the second consecutive year by Forbes. We're incredibly grateful for our people and know that providing a supportive culture for our employees to thrive best positions our clients and firm for success.
Janney ELITE Advisor Conference 2022
I had a great time virtually attending this year’s Janney ELITE conference. We covered a range of important topics from financial planning, practice management, industry trends and more. I’m excited to put what I learned into action for my clients.
In 2022, Janney Celebrates 90 years!
With roots going back to 1832, we are excited to celebrate Janney’s 190th anniversary in 2022. Our enduring strength comes from helping our clients grow!
Janney ELITE Advisor Conference 2022 Panel Talk
In January 2022, I enjoyed sharing my client engagement best practices at Janney’s 15th annual Elite Financial Advisor conference in Philadelphia, PA. We recorded this week and look forward to sharing tips with my fellow FAs virtually the first week of February!
Barron's Women Summit 2021
I had the pleasure of attending the Barron's Women Summit with some of my Janney colleagues. The invitation-only event brought together the nation's most accomplished women advisors and to share insights and perspectives. It was an honor to attend this excellent event.
Janney Wealth Management Conference 2021
In June 2021, the Janney Wealth Management Conference was held virtually and showcased the best ideas and insights from industry experts & Janney Business Leaders. The conference also featured: • Best practices for adapting to and thriving in our new world. • Economic and market perspectives from Mark Luschini and other nationally recognized experts • Firm updates from members of Janney's Executive Committee • Inspirational keynotes and actionable takeaways from strategic partners
Title Promotion 2021
Pleased to announce that I have been promoted to First Vice President/Wealth Management. I am very thankful for your continued trust and business!
Next Level Award 2021
In 2021, Jenny Daly met the qualifications for the first time, to be awarded the next level recognition club: Master's Club.
Forbes named Janney as one of America’s Best Midsize Employers in 2021
We're proud to announce that Forbes has named Janney as one of America’s Best Midsize Employers in 2021. We recognize that when our team members thrive, our clients and firm are best positioned for success. Congrats to Team Janney.
Janney ELITE Advisor Conference 2021
I had a great time attending this year’s virtual Janney ELITE conference. We covered a range of insightful topics from financial planning, practice management, industry trends and more, I look forward to putting what I learned into action for my clients.
Barron's Women Summit 2020
In December 2020 I was able to virtually connect with industry leaders and colleagues at the Barron's Women Summit. This event discussed market trends, improving the client experience, and the future evolution of our profession. It was a great experience, and I can’t wait to share insights and takeaways from the event with my clients.
North Caldwell Magazine - Sponsor Spotlight November 2020
Proud to be a sponsor of my hometown publication, North Caldwell Magazine and have a spotlight article in this month's issue!
North Caldwell Magazine - November 2020
Meet your neighbor, and 𝑁𝑜𝑟𝑡ℎ 𝐶𝑎𝑙𝑑𝑤𝑒𝑙𝑙 𝑀𝑎𝑔𝑎𝑧𝑖𝑛𝑒 sponsor, 𝐉𝐞𝐧𝐧𝐲 𝐃. 𝐃𝐚ly, CFP®, CRPC®, CDFA™, Vice President, Wealth Management and Financial Advisor at 𝐉𝐚𝐧𝐧𝐞𝐲 𝐌𝐨𝐧𝐭𝐠𝐨𝐦𝐞𝐫𝐲 𝐒𝐜𝐨𝐭𝐭 𝐋𝐋𝐂. Jenny Daly is a passionate Financial Advisor, who has resided in North Caldwell since 2015 with her husband, Scott, and three children. In their free time, the Daly family loves to travel and particularly enjoys road trips. Jenny has over 23 years of experience in the financial industry and was recruited in 2017 to join 𝐉𝐚𝐧𝐧𝐞𝐲 𝐌𝐨𝐧𝐭𝐠𝐨𝐦𝐞𝐫𝐲 𝐒𝐜𝐨𝐭𝐭 𝐋𝐋𝐂. Jenny prides herself on providing platinum-level service and her intention is to ensure that each client reaches their goals through her services. She finds great joy in watching each client and their families grow through all that life has to offer. “𝑰 𝒘𝒂𝒏𝒕 𝒆𝒗𝒆𝒓𝒚 𝒄𝒍𝒊𝒆𝒏𝒕 𝒕𝒐 𝒇𝒆𝒆𝒍 𝒍𝒊𝒌𝒆 𝒕𝒉𝒆𝒚 𝒂𝒓𝒆 𝒎𝒚 𝒐𝒏𝒍𝒚 𝒄𝒍𝒊𝒆𝒏𝒕.” ~ Jenny Daly
Celebrating 3 Years at Janney!
In October 2020, I celebrated 3 years at Janney. I couldn’t be more proud to work for a company that always puts clients first.
Janney ELITE Advisor Conference 2020
In January 2020, I attended the Janney ELITE Advisor Conference. Janney’s President and CEO Tim Scheve kicked off Janney ELITE by introducing the conference theme, Beyond Investing, Connecting, and how Janney remains focused on our clients’ needs and connecting their finances to their lives.
Barron's Women Summit 2019
I am proud to have been selected by Janney to attend the Barron's Women Summit, represent the firm, and extend my own understanding of current market and wealth management trends. This three-day event brings together industry leaders and experts in wealth management to engage with the country’s top female advisors and exchange the latest information, ideas, and insights in wealth management.
Responsible Investing Lunch & Learn 2019
Today’s Responsible Investing isn’t simply about excluding “sin” stocks. It’s about investing to achieve both a positive impact on society and favorable investment results. It turns out that embracing environmental, social and governance (ESG) best practices is good business. And investors are discovering that it’s possible to earn competitive returns with portfolios that reflect their values. We recently held a lunch & learn seminar to discuss this topic.
Janney Women Advisor Forum 2019
In October 2019 I had the privilege to attend Janney’s Women’s Advisor Forum in Philadelphia where I spoke on a panel alongside Sheila Shaffer and Amy Villani. We all shared stories about what keeps us engaged, motivated, and inspired in our line of work. I had a great time sharing and learning from my peers. It was a perfect way to celebrate my 2-year anniversary at Janney!
Janney Wealth Management Conference 2019
As a Financial Advisor, it is important to continuously grow in an ever-changing industry. I was fortunate enough to attend Janney’s 2019 Wealth Management Conference in Baltimore, where I participated in sessions and conversations regarding planning for longevity and health care costs in retirement, estate planning and wealth transfer strategies, business succession planning, responsible investing, leveraging technology, the future of advice, and much more. I am excited to implement this information in my practice and continue to help clients reach their financial goals.
Learning & Development Video 2019
I have always prided myself on my dedication to building deep relationships with every individual client and constantly making sure that they are always taken care of and happy. This year my continued commitment to doing this was recognized when Janney’s Director of Learning & Development reached out and asked me to appear in a video montage to be used in Janney’s training meetings throughout the course of 2019. I had a great time filming my segment and look forward to hearing how my input can help and impact the rest of the firm!
Janney ELITE Advisor Conference 2019
“Innovation is a state of mind.” This quote, from Eileen McDonnell, CEO of Janney's parent company Penn Mutual, kicked off the 2019 #JanneyELITE FA Conference and stuck with me throughout the day. We live in a world that is always changing, and it's things like innovative thinking, adaptability, and constant professional development that are essential to providing the best advice to my clients.
Janney named a Top 40 Wealth Manager by Barron's 2018
We are excited to announce that Janney has been named to Barron's 2018 list of Top Wealth Management Firms, moving up one spot in the rankings to #33 since last year! We are proud of our growth and attribute it to our investments in cultivating top talent and delivering superior advice and service to our clients.
Janney Women Advisor Forum 2018
In October 2018, I attended the annual Janney Women Advisor Forum in Philadelphia. This unique Forum, through practical workshops, offers professional development opportunities, ideas on generating new business, effective marketing techniques, ample networking opportunities, and dynamic outside speakers.
Jenny Daly Employee Spotlight 2018
Janney's Jenny Daly has a close relationship with her clients and is always looking for opportunities to give back to the charities they support. This year, she went above and beyond.
Janney Wealth Management Conference 2018
In June 2018, I attended the annual Janney Wealth Managment Conference in Baltimore, MD where I was able to obtain economic and market updates from Mark Luschini and other nationally recognized experts as well as listen to inspirational keynote speakers and obtain actionable ideas!
Janney ELITE Advisor Conference 2018
In January 2018, I attended the Janney ELITE Advisor conference in Philadelphia, PA. The theme of the three-day event was: Advice Beyond Investments.
George Croonquist celebrates 60 years at Janney in 2018
George Croonquist has spent the last six decades at Janney serving the financial needs of his clients in Hackensack, NJ. He now runs his business alongside his two sons, G. Thomas Croonquist, Jr. and C. Peter Croonquist, and believes it to be one of the most important accomplishments of his career. Thank you, George, for your lifetime of dedication to clients and the community in which you live and work. I feel honored to have my office right next to yours!
Janney named a Top 40 Wealth Manager by Barron's 2017
In 2017, Barron's has once again named Janney a Top 40 Wealth Manager in the country! "Janney's jump in ranking by four is a testament to our successful year of rapid growth and our continued ability to build and maintain lasting relationships with our clients," says Jerry Lombard, President of Janney’s Private Client Group.
Jenny Daly joins Janney - October 16, 2017
Janney Montgomery Scott LLC, a full-service wealth management, financial services and investment banking firm, has hired a new financial advisor. Jenny D. Daly is serving as the vice president of wealth management in Janney’s Hackensack, N.J., branch. She manages $90 million in client assets. Daly spent 20 years as a financial advisor with Merrill Lynch. She is a certified financial planner, a certified divorce financial analyst and a chartered retirement planning counselor. She received a Bachelor of Science degree in finance and marketing from New York University’s Stern School of Business.