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.
Janney Women Advisory Board
Sarah was selected to serve on the Janney Women Advisory Board, alongside 13 of her peers who demonstrate exceptional service and leadership within the firm. The Board was created to foster the growth and advancement of women within the financial services industry and to advocate for female advisors at Janney.
Sarah Smith Earns Designation of Chartered Financial Analyst (CFA)
In 2024, Sarah earned the designation of Chartered Financial Analyst (CFA), a professional credential for investment and financial professionals awarded by the CFA Institute. This designation demonstrates mastery of advanced investment analysis and is a globally recognized certification in the investment industry.
Sarah Smith Earns Designation of Certified Financial Planner (CFP)
In 2020, Sarah earned the prestigious certification awarded to financial professionals who have met rigorous education, examination, experience, and ethical standards.
Joshua Dupre Earns Designation of Certified Financial Planner (CFP)
Joshua earned the prestigious certification in 2024 awarded to financial professionals who have met rigorous education, examination, experience, and ethical standards.
Janney Elite Advisor Conference
In January 2025, Dawn Duprè was selected as a panelist at Janney’s Elite Advisor Conference in Philadelphia, sharing best practices for cultivating excellence in team practices.