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Your Financial Compass
The Dupre Keating Group of Janney Montgomery Scott is a dedicated team of experienced financial advisors committed to helping our clients craft the life they’ve always envisioned. Our team blends strategy, insight, and a personalized touch to guide you through every stage of your financial journey.
From mapping out retirement plans to navigating investment opportunities, we specialize in transforming complex decisions into clear, actionable steps. Think of us as your financial compass pointing you toward stability, growth, and peace of mind.
What sets us apart is our collaborative approach. We listen to your goals, analyze your unique circumstances, and work together to build a plan tailored to your aspirations. Whether you are securing your family’s future, building wealth, or planning your legacy, we are here to help you move forward with confidence.
Let’s build the future you deserve, one smart financial decision at a time.
Awards
AdvisorHub 2026 Advisor to Watch
In June 2026, Dawn Dupré was named a 2026 Advisor to Watch by AdvisorHub. This recognition highlights her commitment to providing thoughtful financial guidance and helping individuals, families and organizations pursue their financial goals. As a valued member of the team, Dawn is dedicated to delivering personalized service and building trusted relationships that support clients' long-term success.
2026 Forbes Best-in-State Wealth Advisor
We are thrilled to share that Dawn Dupré has been recognized as a 2026 Best-in-State Wealth Advisor by Forbes.
AdvisorHub: Women Advisors to Watch 2026
We are proud to share that Sarah Smith has been recognized as a Woman Advisor to Watch by AdvisorHub.
Our Team
With more than 150 years of combined experience helping families uncover and plan for their life goals, The Dupre Keating Group marries our storied financial experience to our family perspective, enabling us to guide you on your own path.The Dupre Keating Group and Jenny Daly Wealth Management are advisory teams within Janney Montgomery Scott LLC (“Janney”), a registered broker-dealer and investment adviser. This strategic partnership reflects a collaborative relationship within the firm and does not create a separate legal entity. Clients continue to be served through Janney and maintain their existing advisory relationships.
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Dawn A. Dupré, ADPA™
Managing Director, Financial Advisor
Megan E. Keating, CRPC™, ADPA™
First Vice President/Wealth Management, Financial Advisor
Sarah L. S. Smith, CFA, CFP®
Vice President/Wealth Management, Financial Advisor
Joshua P. Dupré, CFP®, CRPS™
Financial Advisor
Max Margiotta
Private Client Analyst
Kathleen (Kate) A. Fisher
Senior Registered Private Client Associate
Trisia Kavka-Coogan
Private Client Associate
Joseph Fine
Registered Private Client Associate
Delaney Ashworth
Private Client Associate
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Women and Wealth
As a woman, you have financial needs that are unique to your situation in life. Perhaps you would like to buy your first home. Maybe you need to start saving for your child's college education. Or you might be concerned about planning for retirement. Whatever your circumstances may be it is important to have a clear understanding of your overall financial position.
College Saving and Funding Plans
Plan for More™—supporting your student’s future while protecting your broader financial goals.
As the cost of higher education continues to rise, paying for college often requires more than saving—it often calls for a thoughtful, customized strategy that balances education funding with your broader financial goals.
Financial Planning
Your financial life is shaped by what matters most to you. At Janney, begin by understanding your priorities, then connect your goals to a personalized financial plan designed to help you plan for more—more clarity, more confidence, and more possibility.
No matter where you are in life, we’re here to help you navigate complexity, build a thoughtful strategy, and move forward with purpose. With experience across a wide range of financial situations, we analyze your current circumstances and create a plan tailored to your unique needs and long-term vision.
Community Involvement
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.
Halloween Costume Drive- October 2026
The Janney Valley Forge office got into the Halloween spirit for a great cause!Through Costumes for Kids, benefiting the Halloween Magic Project in Coatesville, PA, the team came together to collect Halloween costumes and accessories to help make the holiday extra special for children and families in need.We can't thank everyone enough for your generosity and for helping give children the opportunity to experience the fun, excitement, and magic of Halloween! And clearly, the Valley Forge team knows how to have a little fun! From tacos and condiments to superheroes and mystery characters, the team took a break from the busy day to dress up, share some laughs, and celebrate what was accomplished together! 🎃Because every child deserves a little Halloween magic! Learn more about the Halloween Magic Project and its Costumes for Kids initiative:https://bit.ly/4inqkT2
An Inspiring Conversation with Ben Nemtin- September 2026
We were pleased to host an exclusive virtual keynote featuring Ben Nemtin, #1 New York Times bestselling author, motivational speaker, and co-founder of The Buried Life.
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Recent Event: Janney’s Mid-Year Market Update
As we reach the midpoint of the year, markets continue to evolve—and so do the factors shaping what comes next.
Recent Event: Janney's 2026 Market Outlook
What can we expect for the economy and markets in 2026?
Recent Event: A Medicare Primer
Take control of your Medicare journey by joining Janney’s exclusive client webinar!
Industry Events & Professional Development
Financial Advisor Advisory Council Meeting 2026
It was great for Dawn to be at Janney’s headquarters in Philadelphia for the two-day Financial Advisor Council meeting. Dawn is honored to serve on the Council, a small group of Financial Advisors selected to represent the perspectives of the advisor community and engage directly with Janney’s executive leadership team. She left especially excited about the strategic initiatives that were outlined and the vision for Janney’s future. They also had the opportunity to meet several of Janney’s key new leaders, and Dawn was incredibly impressed by their vision, energy and commitment to the firm’s future. There is so much to look forward to for Janney, its Financial Advisors and, most importantly, the clients they serve. Dawn was grateful for the opportunity to have a seat at the table, exchange ideas and represent the voices of her fellow advisors. It was an energizing two days!
For the Love of Paddle
The Dupre Keating Group is proud to support For the LOVE of Paddle, benefiting Unite for HER. 💗
2026 Janney ELITE Conference
Dawn Dupre, Megan Keating and Josh Dupre attended Janney’s 2026 Elite Conference & Teaming Summit in Philadelphia, where they collaborated with peers from across the firm to share best practices and explore innovative ways to enhance client service.
Special Accolades
2026 Faces of Philadelphia
We are proud to share that we have been recognized by Philadelphia Magazine as The Face of Financial Planning
2024 Faces of Philadelphia
We are proud to share that Dawn has been featured in Philadelphia Magazine as The Face of Financial Planning
Dawn Dupré Featured in InvestmentNews
Managing Director Dawn Dupré was recently featured in InvestmentNews discussing how financial advisors can help widowed clients navigate the financial and emotional challenges that follow the loss of a spouse. In the article, Dawn shares her perspective on leading with empathy, helping clients prioritize immediate needs and providing steady guidance as they regain confidence in making financial decisions. Her insights reinforce the importance of providing compassionate, personalized support during one of life's most difficult transitions.
Meet The Dupre Keating Group
Video: Meet The Team
For over 40 years, our team has been dedicated to helping our clients meet their financial goals. Learn more about how we can help you build the future you deserve, one smart financial decision at a time.
The History of our Team
With more than 150 years of combined experience helping families uncover and plan for their life goals. Learn more about the origins of our team and how we've grown through the years.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
October 15, 2026
Janney | MyClearMatch
Medicare Open Enrollment begins October 15 and runs through December 7. If you’re reviewing your coverage or considering your options, there can be a lot to navigate.
Janney clients have access to ClearMatch, a complimentary, no-obligation service that connects you with licensed insurance agents who can help you compare options and navigate the enrollment process.
Explore ClearMatch to learn more.
October 15, 2026
WE DID IT! 🧡🎃👻
Our Janney Valley Forge office got into the Halloween spirit for a great cause!
Through Costumes for Kids, benefiting the Halloween Magic Project in Coatesville, PA, our team came together to collect Halloween costumes and accessories to help make the holiday extra special for children and families in need.
We can't thank everyone enough for your generosity and for helping give children the opportunity to experience the fun, excitement, and magic of Halloween!
And clearly, our Valley Forge team knows how to have a little fun! From tacos and condiments to superheroes and mystery characters, we took a break from our busy day to dress up, share some laughs, and celebrate what we accomplished together! 🎃
Because every child deserves a little Halloween magic!
Learn more about the Halloween Magic Project and its Costumes for Kids initiative:
https://www.facebook.com/HalloweenMagicProject/
October 05, 2026
We are really proud of our teammate Josh Dupré! 🏆
Congratulations to Josh and his partner, Anthony Troy, on winning the Men’s Doubles Pickleball Club Championship at Waynesborough Country Club!
We love seeing Josh doing something he enjoys so much — and anyone who knows him knows he brings a healthy dose of competition to just about everything!
Congratulations to Josh and Anthony and to all of this year’s competitors!
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
September Investment Perspectives
In this issue, we discuss how the labor market is still doing the heavy lifting, the details surrounding recent U.S. Treasury news, and how the midterms may impact the markets.
The Changing Medicare Landscape: Why it Matters to Your Retirement Plan
Medicare is more than a health care decision. With several cost and coverage changes taking effect in 2026, reviewing your Medicare choices can help keep your retirement plan aligned with your income needs, health care priorities, and life goals.
AI-Enabled Scams Are Becoming Harder to Detect. Here’s How to Protect Yourself.
AI scams are becoming more sophisticated and harder to identify. Knowing the warning signs can help you slow down, verify what you are seeing or hearing, and better protect your personal information and financial accounts.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.