Jennifer A. Moran, CFP®, AEP® | Financial Advisor

Jennifer A. Moran 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 is a CERTIFIED FINANCIAL PLANNER and an Accredited Estate Planner® professional. She is an active member of the Boston Estate Planning Council, having served on the Women’s Initiative Committee in past years. Jennifer is also an active member of The Financial Planning Association of Massachusetts, currently serving on the Women’s Initiative Committee and engaging in pro bono efforts, including assisting Dana Farber patients with financial planning strategies. She is a mentor in the CFP Board’s WIN-to-WIN program which is aimed at helping women interested in obtaining the CFP® certification. Jennifer is also a Volunteer Presenter with the Alzheimer’s Association, holding seminars on Legal and Financial Planning for families dealing with Alzheimer’s Disease. 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.