Who We Are
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
Jenny Daly Wealth Management
Partnering in Generational Wealth
Harold "Chip" Keating
(Retired)
Mary Ann Perrone
(Retired)
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.
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.