Awards
Dawn Dupre Named a Forbes 2024 Best-in-State Woman Wealth Advisor
We are proud to share that Dawn has been recognized for the second consecutive year by Forbes as a Best-in-State Woman Wealth Advisor.
Janney’s 2023 Outstanding Woman Advisor
The award recognizes exceptional client service and leadership in the community.
Forbes Top Women Wealth Advisors 2023
Dawn Dupre has been named to Forbes' list of Top Women Wealth Advisors in 2023.
Our Team
With more than 120 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.
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Dawn A. Dupre, ADPA™
Executive Vice President/Wealth Management, 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
Mary Ann Perrone
Vice President/Wealth Management, Financial Advisor
Joshua P. Dupre, CFP®
Financial Advisor
Kathleen (Kate) A. Fisher
Senior Registered Private Client Associate
Trisia Kavka-Coogan
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
As the price of education continues to rise, affording the cost of college requires a customized plan to meet your funding needs, while balancing other expenses and goals.
Financial Planning
No matter where you are in life – we’re here to help you every step of the way. We have the knowledge and experience to analyze your current financial situation, and provide a personalized plan designed to meet your specific needs.
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 Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
December 20, 2024
Janney’s 2025 Market Outlook
What can we expect for the economy and markets in 2025? Join our exclusive virtual presentation where Janney’s Investment Strategy Group shares their views on what you should know about the markets’ potential impact on your portfolio strategy.
December 10, 2024
9 Considerations for 2024 Year-End Tax Planning
The end of the year is a great time to start thinking about your taxes for the upcoming year. Here are things you can do now to get on track for 2025.
December 09, 2024
Giving the Gift of an Education to Your Next Generation
Giving the gift of education is one of the most impactful ways to support a loved one’s future. A 529 savings plan, with its tax benefits and flexibility, offers a smart way to contribute to their success while creating lasting opportunities.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
October Investment Perspectives
We take a closer look at economic activity in China, the potential changes to tax exemptions and what that might mean for munis, and how earnings expectations drive stock prices.
Status and Investment Implications of Infrastructure, Clean Energy, and Semiconductor Spending Acts
In this special report, our Investment Strategy Groups discusses the investment impacts of recent major government spending initiatives.
Here’s What You Can Do to Prevent Check Fraud
Instances of check fraud are on the rise in the U.S. Here are some best practices to help you avoid becoming a victim.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.