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.
Awards
AdvisorHub Advisors to Watch 2023
In June 2023 Jenny Daly was recognized as one of AdvisorHub's Advisors to Watch - Top 100 Solo Advisors
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.
AdvisorHub Advisors to Watch 2022
In September 2022 Jenny Daly was recognized as one of AdvisorHub's Advisors to Watch - Top 50 Solo Practice
Community Involvement
We are committed to engaging with our local community and finding new ways to be involved, help and give back.
The Clubhouse
It was fun hosting a few clients at The Clubhouse last night! We enjoyed some great food & drinks with amazing live music by Michael Deej 🎶 all while taking some golf ⛳️ swings.
2023 Peggy Hughes Summer Concert Series
Proud sponsor of the 2023 Peggy Hughes Summer Concert Series in Ocean Isle Beach ! ☀️💙
Wall Street Walk 2023
It was great participating in the 2023 Wall Street Heart Walk & Run 5k in lower Manhattan on Team Janney Montgomery Scott LLC ! Together we raised $5,213.41 for the American Heart Association and had a fun time doing it ❤️
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
