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
2026 Best-in-State Women Wealth Advisor
In February 2026, Jenny Daly was named to the Forbes Best-in-State Women Wealth Advisors list for the fourth consecutive year.
AdvisorHub Advisors to Watch 2025
In June 2025, 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.
Forbes Best-in-State Women Wealth Advisor 2025
In February 2025, Jenny Daly was named to the Forbes Best-in-State Women Wealth Advisors list for the third consecutive year.
Community Involvement
We are committed to engaging with our local community and finding new ways to be involved, help and give back.
2026 Philadelphia AHA Walk and Run
Team Janney participated in the Philadelphia version of the Wall Street Run & Heart Walk ❤️ benefiting the American Heart Association. While attending the Janney Spring Leadership Conference, TEAM JANNEY kicked off the day with a virtual run/walk to and from the iconic Rocky statue 🥊💙 A beautiful morning and a fun way to support such an important cause. Thank you to everyone who participated, supported and donated along the way! ❤️
Philadelphia Eagles Kids Clinic
Jenny's husband Scott, her son Scotty & two of his buddies had so much fun at the Philadelphia Eagles Kids Clinic hosted by Janney today! 💚🦅🏈 The boys had an incredible experience participating in football drills, spending the day at the Jefferson Health Training Complex and even getting to meet Eagles team mascot, Swoop! What a memorable day for these kids ! 💚 Thank you to everyone who helped organize such a fantastic event for kids and families! #PhiladelphiaEagles #Swoop #KidsClinic #FamilyFun #GoBirds #JanneyMontgomeryScott
2026 Wall Street Walk/Run
Each year, the Wall Street Run & Heart Walk brings together the financial community in support of the American Heart Association — and TEAM JANNEY came together once again for a cause close to all of our hearts ❤️ Teammates gathered in the Financial District of Lower Manhattan, and additional colleagues in the Philadelphia area participated remotely ahead of the Janney Spring Leadership Conference. We’re proud to share that together TEAM JANNEY raised over $13,000 for the American Heart Association. Thank you to everyone who participated, supported, and donated! ❤️
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
