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
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.
Janney Outstanding Women Advisor of the Year Award
In October of 2024, Jenny Daly was named Janney's Outstanding Women Advisor of the Year. The annual recognition highlights exceptional client service, community engagement and commitment to professional development.
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.
Community Involvement
We are committed to engaging with our local community and finding new ways to be involved, help and give back.
2025 Client Appreciation Lunch
It was great hosting a client lunch featuring Phil Camporeale, Portfolio Manager at JP Morgan— at the Hackensack Golf Club. A special thank you to Phil for a terrific & informative discussion on the current economy, financial markets & investment strategies.
Wall Street Walk 2025
Every year, the Wall Street Run & Heart Walk brings together the financial community in support of the American Heart Association —and this year was no exception! While many gathered for the main event in the Financial District of Lower Manhattan last night, we also had teammates in Philadelphia join remotely in the morning, just ahead of the Janney Spring Leadership Conference—to walk and run for a cause close to all of our hearts. We’re proud to share that together we raised nearly $16,000 for the American Heart Association. Thank you to everyone who participated, supported and donated! Go TEAM JANNEY!
North Caldwell Softball and Baseball Sponsorships
Jenny is proud to sponsor her daughter Abby and son Scotty’s softball & baseball teams for North Caldwell Recreation. It was a great Opening Day! Jenny wants to extend a special thank you to the mayor of North Caldwell for recognizing veterans, including her husband Scott.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
