In October 2017 I made the decision to join Janney after 20 years of service at Merrill Lynch. Janney is a wonderful place to work. A financial organization that puts clients first and is filled with amazing people and an organizational structure that gives everyone a voice that is heard. Although some of my clients were surprised by my decision initially, the vast majority of them have continued to place their trust in me and followed me to Janney. This night was a celebration of them—a way for me to thank them for their loyalty and business. I am so passionate about helping my clients manage their finances and am so grateful to each and every one of them. I’ve always heard that it doesn’t feel like work when you love what you do. I could not agree more. Thank you to my branch manager Tom Croonquist for giving me all the support and resources I need for my clients. Thank you also to his teammates, Janet, Ashley & Debbie. Finally, and most importantly, I could never have gone through my transition without the support of my superhuman husband Scott Daly. He supports my practice in every way and is the main reason I am able to accomplish everything I need to do every day. Love you and thank you all!!
