Jennifer joined the firm in 2007 and is currently our Lead Planner and a CERTIFIED FINANCIAL PLANNER™ practitioner. Since 2003, she has spent her entire career dedicated to offering the highest level of service with comprehensive, personalized, independent, and customized financial planning. Her knowledge and skills help clients define and address each of their goals and applies the highest level of service and standards.
Jennifer Simes
CFP®, Lead Planner and Certified Financial Planner practitioner
Carl P. Sherr & Co LLC
United States, Massachusetts, Worcester
About Me
Profile Information
CFP®, Lead Planner and Certified Financial Planner practitioner
Carl P. Sherr & Co LLC
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Worcester
Massachusetts
United States
Oct 5, 2024
Work Experience
Carl P. Sherr & Co., LLC
Certified Financial Planner practitioner Feb 2007 - Present
Email: jsimes@carlpsherr.com
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