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Jennifer Campion Daly
Jennifer Campion Daly, CRPC®
Consulting Group
CHARTERED RETIREMENT PLANS SPECIALISTSM
Portfolio Manager/Financial Advisor
650 South Exeter Street
Suite 1100
Baltimore, MD 21202
tel: 410-736-5428
toll free: 800-837-5833 ext. 5428
fax: 410-736-5499
Email Me
Welcome Education Experience Honors Associations Services
Welcome

As your Financial Advisor, I will spend the time to understand your financial concerns and work in partnership with you to develop a customized investment program that can best meet your needs. As our relationship builds over time, I will be able to anticipate your changing circumstances and help advise you on appropriate investment strategies. I look forward to serving your long-term investment needs. Please feel free to call me at any time.
Education and Licensing
  • Bachelor of Arts
    Randolph - Macon College
    Ashland, VA
  • College of Financial Planning- CHARTERED RETIREMENT PLANS SPECIALISTSM
  • College of Financial Planning-CHARTERED RETIREMENT PLANNING COUNSELORSM
  • Series 63 - Uniform State Exam
  • Series 65 - Investment Advisory Agent
  • Series 66 - Combined Investment Advisory Agent & Uniform State Exam
  • Life & Health Insurance Licensed
  • Series 7 - NYSE/NASD General Securities Representative
Business Experience
  • Morgan Stanley Smith Barney*
    CHARTERED RETIREMENT PLANNING COUNSELORSM
    CHARTERED RETIREMENT PLANS SPECIALISTSM
    Portfolio Manager/Financial Advisor
    Baltimore, MD
  • Paine Webber
    Investment Executive
    Hunt Valley, MD
  • Been in Financial Services Industry Since 1994
Honors and Recognitions
  • Featured in Baltimore Magazine
    "Women in Business"
  • Interview in The Daily Record
  • Contributing Writer for "SmartWoman" Magazine
    Financial Intellect Column
  • Speaker at International Business Women Conference 2007
Associations
  • Center Club
    Member of Wine Committee
    Membership Committee
  • Baltimore Flowermart Committee Chair
  • Annapolis Yacht Club
  • National Breast and Ovarian Cancer Coalition
    Board of Directors
Services
  • Asset Management
  • Lending Services
  • Philanthropic Services
  • Estate Planning
  • Family Consulting
  • Alternative Investments
  • Corporate 529 Plans
  • Private Banking
  • Wealth Management
  • Corporate Pension Funds
  • Corporations
  • Financial Planning
  • Long Term Care Insurance
  • Qualified Plans
  • Retirement Planning
  • 529 Plans
  • Business Planning
  • Business Succession Planning
  • Investment Policy Statements
  • 401k Rollovers
Bulletin Board
  • As a business owner who is responsible for the Company's 401(k) plan, are you concerned about the 401(k) plan's performance and whether or not there is a better way? We work with business owners to create and implement custom pension plans.
  • As Financial Advisors whose focus is on wealth management, we know all about the special issues you face as a business owner, like creating a transition plan or finding the funds to launch a new venture. We can help with more than your personal investments—talk to us about your business needs, too.
  • I am very appreciative when existing clients refer friends, family, and business associates for an exploratory meeting. I will do my utmost to meet your highest expectations.
Jennifer Campion Daly is licensed in the following state(s): AR, AZ, CA, DE, FL, ID, MD, MI, NC, NJ, NV, NY, OH, PA, TX, VA, WA
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
FEATURED REPORTS

Retirement Standard: Who is Helping You Write the Next Chapter of Your Life? (pdf)

Preparing for Your Retirement: Evaluating Savings Strategies and Income Needs (pdf)

Retirement Workbook (pdf)
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