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
Jennifer A. Moran
Financial Advisor
Grimes & Company Inc
United States, Massachusetts, Westborough
About Me
Profile Information
Financial Advisor
Grimes & Company Inc
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Westborough
Massachusetts
United States
Aug 16, 2024
More profiles to browse
MD
Michael Davide
Chief Compliance Officer & Controller
Timothy Rheaume
Financial Advisor
Kevin Grimes
President, Chief Investment Officer
TG
Timothy Grimes
Founder
You Might Like
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management
NZ
Nancy Zatzman
Project Manager
Pennsylvania Capital Management