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.

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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.

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