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

First Vice President/Wealth Management, Financial Advisor, Janney Montgomery Scott

Jenny D. Daly joined Janney Montgomery Scott 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 long-term financial strategies including wealth management, investment planning, retirement planning, college planning, and insurance planning. She also helps clients focus on estate planning issues and works with their advisors in developing their estate plan.

In 2024, Jenny was recognized by Janney Montgomery Scott as Outstanding Woman Advisor of the Year. Jenny was recognized by AdvisorHub in 2022, 2023, and 2024 as one of their “Solo Practices to Watch”, and by Forbes in 2023, 2024, and 2025 as a Best-in-State Women Wealth Advisor.

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