Framingham Office
Jennifer Moran serves as a Senior Wealth Advisor at Bartholomew & Company, where she provides objective, independent financial guidance to individuals, families, and business owners. She joined the firm in June 2020, bringing with her a client-first philosophy rooted in long-standing relationships and a deep commitment to helping others achieve financial clarity and confidence.
Jen began her career in financial services shortly after graduating from Stonehill College with a degree in Business Administration. Early roles at local firms gave her a strong foundation in the industry, but her passion was always centered on working directly with clients—a calling inspired in part by her father’s dedication to advising individuals and families.
In 2005, Jen joined her father at their independent advisory firm, Moran Financial, where she developed her advisory skills and strengthened her client relationships. As their practice grew, they expanded resources by forming The Moran Group at Ameriprise Financial in 2013. These experiences shaped Jen’s collaborative approach and her commitment to delivering personalized, high-quality advice tailored to each client’s goals.
At Bartholomew & Company, Jen combines that experience with the firm’s broad capabilities to deliver thoughtful, fiduciary-driven planning and investment strategies. She values long-term partnerships and takes pride in helping clients navigate life’s financial complexities with confidence.
Beyond her professional work, Jen remains actively involved in her community. She serves as a board member and committee chair at Leadership MetroWest and has been an engaged member of Women’s Business Group Connects Wellesley, including serving as president.
Jen lives in Natick and enjoys traveling, spending time with friends and family, and experiencing live theater and film.