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®
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
Harold "Chip" Keating
(Retired)
Mary Ann Perrone
(Retired)
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.
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.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
