,CFP®
Jeanne is committed to empowering individuals and families with clear, personalized financial strategies rooted in integrity and tailored to individual goals. Educating clients to understand how today’s decisions can preserve and grow wealth across generations is a key component of her approach. She actively listens to each client to craft plans geared toward ensuring future generations inherit not only wealth, but also the values, knowledge, and tools critical to managing that wealth.
Jeanne has over 20 years of financial services experience. Prior to joining Modera in 2021, she spent seven years advising clients at a Boston-based, family-owned RIA. Jeanne began her career as a Senior Account Executive working with institutional clients at Fidelity Investments.
Jeanne received a B.A. in economics from Providence College and is a CERTIFIED FINANCIAL PLANNER® professional.
When she is not working, Jeanne enjoys reading and spending time outdoors biking, walking, or hiking with her family. She resides in Hopkinton, MA with her husband, with whom she shares three, adult sons.
What do you value most in your client relationships?
What I value most in my client relationships is being a trusted advisor, supporting them through life’s challenges and joyous moments. I cherish the personal connection I have with my clients and am grateful for the relationships and friendships we have built over the years.
What sparked your interest in financial planning? What fuels you every day in your work?
My interest in financial planning sparked when I worked with a broker and sought a more effective way to utilize my education, experience, and knowledge. I am driven by the goal of providing clients with fiduciary financial advice that prioritizes their best interests and aligns with their personalized goals and priorities. Giving clients peace of mind fuels me every day at work.
How do you feel you help to create impact for clients?
Working with multigenerational families to instill their values and lessons learned in their children is my passion. I take pride in educating clients and their families, ensuring that they not only receive recommendations but also understand the reasoning behind them and the benefits they bring.
What do you feel is a strength that you have?
One of my strengths is listening. I take the time to get to know clients both personally and professionally/financially. By actively listening, I can understand what truly matters to them, what motivates them, and how best to support them and their families.
What do you enjoy most about working at Modera?
What I enjoy most about work is the people. I appreciate the diverse range of experiences and the team-first mentality that centers on doing what’s best for our clients.
When you retire you’re going to…?
Travel, read books, and spend time outdoors.
Where did you grow up? Where do you live now?
I grew up in Hingham and now live in Hopkinton.
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