Jennifer Morrell

Jennifer Morrell

Certified Financial Planner ™

Jen graduated from Lowell University in 1989 with a Bachelor of Arts degree in accounting.  In 2005 she joined a small investment firm, providing part-time bookkeeping and financial planning support while raising her family.

 Five years later and looking to professionalize, Jen joined the Internal Revenue Service as a Revenue Agent auditing small businesses and self-employed individuals.  With that added knowledge in hand, Jen then returned to the investment world and assisted individual investors with their financial planning deliberations.  During the course of the subsequent 13 years, she made time for studies at the Boston University Center for Professional Education, after which she earned her Certified Financial Planner ™ designation.  Recently Wakely Investment Management had the good fortune of scooping her up from another investment firm, and we look forward to now offering clients all the insights and information she will bring to their investment considerations.

 Jen lives in suburban Boston with enough gardening space to indulge her green thumb proclivities.  Otherwise, she is one fearsome cribbage opponent!