Senior Financial Advisor
Jeanne’s role involves working with individuals and their families to build, execute and monitor the progress of their financial plans and investment strategies to help them achieve their financial goals. Jeanne has experience working in all areas of wealth planning, including retirement planning, estate planning, tax planning, risk management and investment management. In addition, she works closely with clients’ other professional advisors, such as accountants, estate attorneys, and insurance agents, to ensure all aspects of the financial plan work together.
What’s a particularly rewarding example of how you helped to create impact for a client?
I find it very rewarding to work with multigenerational families as they seek to instill their values in their children and create a lasting legacy. Being able to help young adult children make good decisions early in life, and most importantly understand how the decisions they make today can help ensure their future financial success, gives me great purpose and satisfaction.
What’s the one thing people say you’re best at?
Listening. I pride myself on employing a “client-centric” approach. I take the time to get to know my clients both personally and financially and not only listen to but also hear what is most important to them. Every client situation is unique and deserves a customized financial plan specific to their goals.
What do you enjoy most about working at Modera?
The depth and breadth of experience and the “we” versus “I” mentality at Modera is unlike any other firm I have seen. We are truly a team and we work together seamlessly, focusing solely on what is in the best interest of our clients.
Where did you grow up? Where do you live now?
I grew up on the south shore in Hingham, MA. I currently live with my husband and three sons in Hopkinton, MA. We are nearly empty nesters with our youngest in high school and our two oldest off to Notre Dame… go Irish!