Who We Are
Our Team
No needs are more important than your own. We pride ourselves in making your needs and goals, our own. We don't simply work for you. We work with you to understand who you are as an individual and as an investor. Our mission is to help you to define your financial objectives, and then use that knowledge to develop — together — a plan that is tailored to fit your unique needs and preferences, and is in your best interest. We’re proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation.
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Awards
AdvisorsHub Advisors to Watch 2024
In June 2024, Jenny Daly was recognized by AdvisorHub as one of its 250 “Advisors to Watch". Advisors are ranked on a number of criteria including assets, level of service, growth of practice, professionalism, community service and diversity.
North Caldwell Community Service Award
Mayor Joshua Raymond & Town Council of Jenny’s hometown —the Borough of North Caldwell – honored her for her community service in recognition of Women’s History Month.
Forbes Best-In-State Women Wealth Advisor 2024
In February 2024, Jenny D. Daly was named to the 2024 Forbes Best-In-State Women Wealth Advisors List.
Community Involvement
We are committed to engaging with our local community and finding new ways to be involved, help and give back.
2024 Janney Brewers Team Sponsorship
Proud to be the 2024 team sponsor for these lovely ladies in the North Caldwell Women’s Softball League 🥎 We are having a blast playing on these hot summer nights 💙 #JANNEY
Wall Street Walk 2024
It was great participating in the 2024 Wall Street Heart Walk & Run in lower Manhattan on Team JANNEY 💙! Together we raised $6,087.90 for the American Heart Association and had fun doing it ❤️ #Janney
Spring Floral Arranging
It was FUN hosting a virtual ✨ client appreciation event - a Spring Floral Arranging Experience! This was a special event catered to my clients who are outside the North Jersey area. These fabulous women joined me from the great states of New Jersey, New York, Connecticut, Pennsylvania, California, Florida, North Carolina, Nevada, & Virginia ❤️ Together we created beautiful floral arrangements guided by our talented host from Alice's Table while she shared helpful floral tips & tricks with us 🌺🌸🌼🌷🌿