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.
News Photo

“Congratulations to Jenny D. Daly for receiving this prestigious recognition, which is a testament to her commitment to offer the highest standard of success in financial relationships. Jenny represents the best of our industry,” said Kevin Reed, President of the firm’s Private Client Group.

America’s Top Women Advisors ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client impact, industry experience, review of best practices and compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking.

Full Forbes Ranking:

Preferred Communication Method
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.