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Jennifer A. Moran

Financial Advisor

Grimes & Company Inc

United States, Massachusetts, Westborough

About Me

Jennifer enjoys working with clients and their families to meet their individual goals by providing objective financial planning advice and customized investment management strategies. Jennifer joined Grimes & Company in 2014 following a nine year career in financial planning and investment management at Daintree Advisors, LLC and Wells Fargo Family Wealth (formerly Calibre Advisory Services, Inc.). Jennifer holds a Masters degree in Financial Planning from Bentley University and graduated magna cum laude from Syracuse University with dual Bachelor of Science degrees in Finance and Marketing. Jennifer earned the CFP® (CERTIFIED FINANCIAL PLANNER™) designation in 2011 and the AEP® Accr

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Profile Information

Financial Advisor

Grimes & Company Inc

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Westborough

Massachusetts

United States

Aug 16, 2024

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