placeholder
 

 

Jennifer E. Moran
Vice President
Wealth Advisor
[email protected]


Along with father, John, Jennifer Moran joined Bartholomew & Company in June 2020.

Jen's return to an independent financial planning and wealth management firm is the next logical step in her career, which began immediately after graduating from Stonehill College in 1999 with a BS in Business Administration.

After college, Jen began her career in the financial services industry working in support roles at two local firms, Automated Business Development and Sun Life Financial.  That experience helped Jen grow her knowledge of the industry, but she always knew that working with clients was her goal.  Throughout her life, Jen observed her father's love of providing investment advice to individuals, families and businesses, and she wanted to make that her life's work as well.  She joined her father at Moran Financial, an independent financial advisory firm, in 2005.Seeking to expand the resources needed to service their growing client base, Jen and John formed The Moran Group at Ameriprise Financial in 2013.

As part of the Bartholomew & Company team, Jen and John offer objective and independent financial advice, while enjoying all the services and support available through the firm.

Jen continues to carry on the family tradition of community service and is involved in many local endeavors.  Since 2014, she has been a member of the Women’s Business Group Connects Wellesley, where she served as President from 2016-2018.  Jen is a graduate of Leadership Metro West Academy and is still an active member there as well.

Jen resides in Natick and enjoys traveling abroad, movie nights with friends and Broadway theater.

 

Location: Worcester Office