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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.
For the Love of Paddle- October 2026
What an incredible morning! 💗Megan was honored to represent Janney and The Dupre Keating Group as the presenting sponsor of For the Love of Paddle benefiting Unite for HER. This organization and its mission are especially meaningful to her. She had the privilege of sharing a few words about the importance of surrounding those facing breast and ovarian cancer with care, resources and support. She also shared a little of her own story and the impact of losing her mother far too young. Megan challenged everyone in the room to think about their own “why.” Why do you paddle? Why do you show up? Who are you honoring or supporting? The energy in the room was incredible, and together, more than $40,000 was raised to support the important work of Unite for HER.A special thank you to event co-chairs Karen Weinlader, Laura Owens and Carley Boyd for their tremendous work bringing such a meaningful and successful event together. She is so grateful to everyone who played, donated, volunteered and helped make the day so special. 💗 Learn more about Unite for HER and its mission at uniteforher.org.
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
Jona$ Payments Conference- November 2026
Dawn spent the day in Philadelphia representing The Dupre Keating Group, as a proud sponsor of the Jona$ Payments Conference 2026. It was a valuable opportunity to connect with leaders from across the payments industry and hear conversations around AI, embedded payments, risk, investment and where the payments landscape is headed next. She also had the privilege of introducing one of today’s keynote speakers, which made the day even more special. Thank you to the @Jona$ team for bringing together such an impressive group. Always energizing to learn, connect and hear different perspectives on an industry that continues to evolve so quickly.
Janney’s Women Advisors Forum- October 2026
What a great week in Philadelphia for The Dupre Keating Group! They had the opportunity to spend time with colleagues from across Janney at the IMPACT Conference, followed by the Women Advisors Forum — a wonderful few days of learning, sharing ideas and connecting with so many talented people across the firm. They were also so glad to have DKG teammate Patricia Kavka-Coogan join them for the IMPACT Conference. One of the highlights was seeing DKG's own Megan Keating participate in a panel discussion focused on growing your practice through meaningful relationships, creating a memorable client experience, and turning those connections into introductions and referrals. It was a great reminder that growth in this business is ultimately about people — building trust, delivering an exceptional experience and creating relationships that last. The team came home energized, inspired and grateful to be part of such a strong community of advisors and colleagues at Janney 💕
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!
Special Accolades
For the Love of Paddle Speech- October 2026
What an incredible morning! 💗Megan was honored to represent Janney and The Dupre Keating Group as the presenting sponsor of For the Love of Paddle benefiting Unite for HER. This organization and its mission are especially meaningful to her. She had the privilege of sharing a few words about the importance of surrounding those facing breast and ovarian cancer with care, resources and support. She also shared a little of her own story and the impact of losing her mother far too young. Megan challenged everyone in the room to think about their own “why.” Why do you paddle? Why do you show up? Who are you honoring or supporting? The energy in the room was incredible, and together, more than $40,000 was raised to support the important work of Unite for HER.A special thank you to event co-chairs Karen Weinlader, Laura Owens and Carley Boyd for their tremendous work bringing such a meaningful and successful event together. She is so grateful to everyone who played, donated, volunteered and helped make the day so special. 💗 Learn more about Unite for HER and its mission at uniteforher.org.
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
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.
November 02, 2026
Long-Term Care Solutions at Janney
Determining a long-term care solution that best fits your needs depends on many factors. Watch our video to learn more.
October 28, 2026
A New Era for Women and Wealth
Planning for retirement is personal, and for women, there can be unique considerations along the way.
From longevity and caregiving to evolving financial priorities, this article highlights several factors worth considering as you plan for the future.
#RetirementPlanning #FinancialPlanning #WomenandWealth #JanneyInsights
October 23, 2026
What a great week in Philadelphia for The Dupre Keating Group!
We had the opportunity to spend time with colleagues from across Janney at the IMPACT Conference, followed by the Women Advisors Forum — a wonderful few days of learning, sharing ideas and connecting with so many talented people across the firm. We were also so glad to have our teammate Patricia Kayka-Coogan join us for the IMPACT Conference.
One of the highlights was seeing our own Megan Keating participate in a panel discussion focused on growing your practice through meaningful relationships, creating a memorable client experience, and turning those connections into introductions and referrals.
It was a great reminder that growth in this business is ultimately about people — building trust, delivering an exceptional experience and creating relationships that last.
We came home energized, inspired and grateful to be part of such a strong community of advisors and colleagues at Janney 💕
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
October Investment Perspectives
In this issue, we explore the yen “carry trade” strategy, the rate-hike cycle, and why October may be less scary than it seems.
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.