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Janelle Coulman

Financial Advisor

Grimes & Company Inc

United States, Massachusetts, Boston

About Me

As a dedicated Financial Advisor, Janelle aims to provide her clients with comprehensive financial planning and customized investment management services. Using knowledge and empathy, and drawing extensive experience in the industry, she strives to serve as a guide, enabling clients to make prudent, well-informed decisions about their financial future. Janelle takes great pride in the services she provides, and deeply values the trust and relationships she builds with her clients. Janelle joined the Grimes & Company team in 2014. After obtaining a Bachelor of Science degree in Finance from Bentley University, she joined David Witherbee & Associates, Inc., a Registered Investment Advisory fir
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Profile Information

Financial Advisor

Grimes & Company Inc

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Boston

Massachusetts

United States

May 15, 2024

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