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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
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.
AdvisorHub: Women Advisors to Watch 2026
We are proud to share that Dawn Dupré 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®
Financial Advisor
Kathleen (Kate) A. Fisher
Senior Registered Private Client Associate
Trisia Kavka-Coogan
Private Client Associate
Joseph Fine
Registered Private Client Associate
Jenny Daly Wealth Management
Partnering in Generational Wealth
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.
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.
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: Year-End Planning: Tax and Estate
As the end of 2025 approaches, there’s a lot to consider when it comes to estate and tax planning—particularly for clients with more complex wealth.
Industry Events & Professional Development
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.
Janney Women Advisors Forum
In September 2025, Dawn, Megan and Sarah participated in the 2025 Janney Women Advisor Forum in Philadelphia, collaborating with peers in the firm around best practices for delivering exceptional client service. Dawn served on the panel focused on how to attract and retain clients.
Janney FA Council
Dawn was selected to serve on the prestigious Janney FA Council, alongside 16 of her high-performing, well-respected peers. The council plays an important role in representing advisors and ensuring decisions are made that support a relationship-based culture where advisors have a voice and can access top leadership to help them meet client’s needs.
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.
June 01, 2026
Plan for 100: Income Planning for a Longer Life
Planning to live longer? With many people now living into their 90s and beyond, it may be worth considering how your financial plan can support a retirement that could last decades.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
April Investment Perspectives
Our Investment Strategy Group examines how geopolitical tensions are influencing oil prices and market dynamics. The report also explores opportunities in emerging markets and reinforces the importance of staying focused on long-term fundamentals.
Remaining Disciplined During Market Downturns
Investors who remain committed to their financial goals in the face of short-term market turbulence may ultimately benefit.
Tips for Leveraging 529 Education Savings Plans
You’re proud of the children in your life. And you may want to reward them with one of the best gifts you can give — supporting their education.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.