News and Commentary
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.
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.
July 28, 2026
We're excited to welcome Max Margiotta to The Dupre Keating Group as our new Private Client Analyst!
Max brings more than a decade of financial services experience and has been with Janney Montgomery Scott since 2016, serving in a variety of roles that have given him a deep understanding of both the firm and the client experience. A graduate of Saint Joseph's University and former Division I student-athlete, he has built his career around discipline, teamwork, and preparation.
Working alongside our advisors, Max helps support personalized financial planning, monitors market developments, and is committed to delivering the attentive, thoughtful service our clients deserve. His analytical mindset, collaborative approach, and client-first focus make him a tremendous addition to our team.
Please join us in welcoming Max to the team!
July 07, 2026
We are thrilled to welcome Delaney Ashworth to The Dupre Keating Group as our newest Private Client Associate!
With a strong background in sales and marketing, Delaney brings valuable skills in relationship-building, communication and understanding client needs. Her thoughtful, personalized approach will be a wonderful asset to both our clients and our advisors.
A 2025 Magna Cum Laude graduate of High Point University, Delaney earned her B.S.B.A. in Marketing and Sales while competing as a Division I women's lacrosse student-athlete. She also served as a Volunteer Coordinator with United Way of Delaware, helping raise funds and collecting essential supplies for under-resourced children in need.
Delaney is focused on delivering exceptional client service and she’ll work closely with our Private Client Associate team — Kate, Joe and Trisia — supporting the day-to-day administrative responsibilities of our practice and helping deliver a seamless experience for our clients.
We are excited to have Delaney as part of our team and look forward to the contributions she'll make to our practice.
📧 Delaney can be reached at dashworth@janney.com
Please join us in giving Delaney a warm welcome! 👏
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Building Better Password Habits
Cyberfraud does not always begin with a data breach. Sometimes it starts with a password that is too easy to guess, reused across accounts, or stored in an unsafe place. Building better password habits can help protect your financial information and may strengthen your overall digital security.
Choosing the Right Trust for Your Needs
Trusts can be a flexible and effective planning tool for a variety of purposes, including addressing estate planning needs. Because there are many types of trusts, the right structure depends on an individual’s objectives, assets, beneficiaries, and long-term financial plan.
June Investment Perspectives
In this month’s issue, we look at what’s next for the Strait of Hormuz, compare funds versus bonds, and commemorate the 234th birthday of the New York Stock Exchange.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
