Exit Planning Institute - Find a CEPA

Jenny D. Daly, CFP®, CRPC®, CDFA®, CSRIC®, CEPA®

First Vice President/Wealth Management, Financial Advisor

Jenny Daly joined Janney Montgomery Scott LLC in October 2017. Prior to that Jenny spent 20 years building her financial planning practice at Merrill Lynch. She received a Bachelor of Science degree in Finance and Marketing from New York University's Stern School of Business. Jenny focuses on financial strategies and investments for individuals, families and business owners.

Jenny is a Certified Financial Planner™ professional, a Chartered Retirement Planning Counselor, a Certified Divorce Financial Analyst®, a Chartered SRI Counselor™, and a Certified Exit Planning Advisor.

Jenny is process-oriented, and provides a personalized approach with each client relationship. She provides a wide array of financial strategies including wealth management, retirement planning, education funding planning and insurance planning. She also helps clients focus on estate planning issues and works with their advisors in developing their estate plan.

Jenny was recognized by Forbes as a Best-in-State Women Wealth Advisor in 2023 and 2024. She was also recognized by AdvisorHub in 2022 as one of their 50 Solo Practices to Watch and in 2023 as of their 100 Solo Practices to Watch.

Jenny resides in North Caldwell, NJ with her husband Scott and her children Emily, Abigail and Scott Jr.

{custom_meta_description=Jenny Daly - - Janney Montgomery Scott - Hackensack, New Jersey, city=Hackensack, profile_url=https://6863690.fs1.hubspotusercontent-na1.net/hubfs/6863690/Member%20Images/IMG_5008.jpeg, display_country=United States, hs_object_source_detail_1=Find A CEPA (AUGUST 2024), profile_description=

Jenny D. Daly, CFP®, CRPC®, CDFA®, CSRIC®, CEPA®

First Vice President/Wealth Management, Financial Advisor

Jenny resides in North Caldwell, NJ with her husband Scott and her children Emily, Abigail and Scott Jr.

, hs_object_source_label=AUTOMATION_PLATFORM, url_slug=jenny-daly, lname=Daly, profile_image=https://6863690.fs1.hubspotusercontent-na1.net/hubfs/6863690/Untitled-1-3.png, designations=[CFP®, CRPC, CDFA, CSRIC, CEPA], hs_object_source_id=enrollmentId:1237818751097;actionExecutionIndex:0, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/Certificates%20of%20Attendance/CEPA%20AUGUST%202024/DALY-JENNY-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-August-2024.pdf, hs_createdate=1725023431839, state=New Jersey, id=14776363643, advisor_type=Financial Advisor, custom_page_title=Exit Planning Institute - Find a CEPA | Jenny Daly, email=jdaly@janney.com, associated_contact_record_id=30225551, cepa_attendance_sheet_url_2=https://exit-planning-institute.org/hubfs/Certificates%20of%20Attendance/CEPA%20JULY%202024/DALY-JENNY-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-July%202024.pdf, website=www.jennyddaly.com, cepa_certificate_url=https://exit-planning-institute.org/hubfs/CEPA%20Certificates/CEPA%20AUGUST%202024/7556_Daly_CEPA-Certificate-2024-August.pdf, is_editable=editable, url_slug_2=jenny-daly, full_name=Jenny Daly, hs_lastmodifieddate=1726486728716, phone=2018835615, company_name=Janney Montgomery Scott, hs_object_id=14776363643, name=Jenny, associated_resources=0, hs_object_source=AUTOMATION_PLATFORM, postal_code=07601, hs_updated_by_user_id=48998728, status=Published}

Brochure

2022 Colorado State of Owner Readiness Quick Look Brochure

Review the most notable statistics and findings from the 2022 Colorado Stat..

PDF/Download

UBS Approved Content

2022 Colorado State of Owner Readiness Report

Download the 2022 Colorado State of Owner Readiness Report to see where Col..

PDF/Download

2023 National State of Owner Readiness Report

Download the 2023 National State of Owner Readiness Report to see where Uni..

Videos/Recordings

2024 State of The Institute

This special edition broadcast will feature a 2024 EPI State of the Institu..

Videos/Recordings

2024 Webinar Series

Join us as EPI interviews our 2024 speakers about their experiences.

5-4-3-2-1 Whitepaper

This whitepaper takes the Value Acceleration Methodology and breaks it into..

Whitepaper

5-4-3-2-1 Whitepaper

This whitepaper breaks the Value Acceleration Methodology into 5 easy conce..

Whitepaper

PDF/Download

A Look Inside The Unique World of - Value Creation Whitepaper

EPI interviewed 13 Value Advisors within the Exit Planning Community to lea..

Case Study

A Look Into Pressure Solutions Inc.: An Exit Planning Case Study

Download the sample case study to use with business owner clients or in wor..

Courses

Access My Courses

Navigate to your purchased EPI Academy content.

PDF/Download

Business Attractiveness Scorecard

See how ready an owner is and what steps they should take first when prepar..

Case Study

Case Study, CEPA and CPAs

Learn how CEPA, Stacy Kuxhausen is utilizing her exit planning expertise in..

Case Study

Case Study, CEPA and EOS

Learn how CEPA, Renee Russo, is utilizing her exit planning expertise in he..

Case Study

Case Study, CEPA and M&A

Learn how CEPA, Rick Krebs, is utilizing his exit planning expertise in his..

Case Study: A Framework to Build Value

A Case Study on How to Apply the Value Acceleration Methodology in your Bus..

Case Study

Case Study: A Framework To Build Value In Your Business

A Case Study on how to apply the Value Acceleration Methodology in your bus..

Case Study: How to Strategically Build Transferrable Value

The Five Stages of Value Maturity impact the growth and ultimate sale of a ..

Case Study

Case Study: How to Strategically Build Transferrable Value

Learn how the Five Stages of Value Maturity impact the growth and ultimate ..

Case Study: Human Capital, The Exit Planning Institute

How Exit Planning Institute Focused on Improving Their Human Capital

Case Study

Case Study: Human Capital, The Exit Planning Institute

How Exit Planning Institute focused on improving their Human Capital.

Case Study: The Value of Transitioning a Business to its Employees

Learn more about Happy Earth Cleaning’s transition from LLC to Co-operative..

Case Study

Case Study: The Value of Transitioning a Business to its Employees

A case study to help owner's determine the best course of action for their ..

Case Study

UBS Approved Content

Case Study: Value Acceleration

Learn more about value acceleration by downloading the case study which giv..

Case Study

CEPA Case Study: How To Utilize Your CEPA Credentials In A National Wealth Management Firm

Learn how a CEPA with a national wealth management firm is utilizing their ..