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.
... Read more.
Read less.
Awards
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.
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.
Community Involvement
We are committed to engaging with our local community and finding new ways to be involved, help and give back.
Paul Piccoli Memorial Golf Outing
Jenny was a proud sponsor of thePaul Piccoli Memorial Golf Outing. A Although she never had the privilege of meeting Paul, she is so grateful to know many of his family members & friends and continue learning about the incredible man he was. 16 years later, this annual outing remains vibrant and growing—a true celebration of his life and honoring a remarkable person 💙
Macedonian Food Festival
Jenny had fun hosting a Janney booth at the Macedonian Food Festival! ✨ Both of her parents were born in Macedonia and she carries that heritage with pride as a first-generation American. Getting to celebrate her roots while representing Janney felt so meaningful ❤️
Celebrating a Joyful Retirement Moment
A recent snapshot from a well-deserved vacation captures a beautiful moment: Jenny's parents standing by the turquoise sea, smiling brightly and proudly wearing their JANNEY T-shirts. It’s a scene that reflects not only the joy of retirement but also the fulfillment of years of careful planning and dedication. For Jenny — who also serves as their financial advisor — this image represents one of the greatest privileges of her career. Helping her parents enjoy the retirement they worked so hard to achieve brings deep personal and professional meaning. It’s a powerful reminder of the impact thoughtful financial guidance can have on the lives of those we care about most.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
