GROWTH & IMPACT WEEK SPEAKER LINEUP
The speakers at Growth and Impact Week are award-winning advisors, operators, and thought leaders who don’t just understand growth and impact, they execute it. Each speaker has been selected for their ability to translate methodology into real-world implementation, sharing how they’ve built in-demand practices through intentional, ROI-driven relationships with business owners. Expect candid perspectives, practical frameworks, and honest discussion around what works in today’s market, from client selection and trust-building to accountability, culture, and value creation. This is not a stage of theorists; it’s a room of practitioners committed to helping you apply what you learn and accelerate results in your firm.
Jenny Daly
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...
ABOUT JENNY
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.