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Biography

Jane Ann is a Principal in the Boston office. She is a member of the firm’s Wealth Management practice, working directly with individuals and families to understand, implement, and achieve their financial goals.

Prior to joining Cerity Partners, Jane Ann worked as Director of Financial Planning at Calibre (the wealth management division of Wachovia Bank) and at Tanager Financial Services.

Jane Ann currently serves on the board of Nashoba Regional Dollars for Scholars, a local chapter of Scholarship America, and as Chair of the Endowment Committee at her church. She also enjoys golf, skiing, hiking, and spending time with family and friends.

Learn more about my practice.

Education

  • M.S. in Personal Financial Planning from Bentley University
  • B.S. in Mechanical Engineering from Virginia Tech

Highlights

  • CERTIFIED FINANCIAL PLANNER®
  • Member Financial Planning Association

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Principal & Client Experience Director

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By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.