Jeanne Sullivan
Founder/Principal at Financially in Tune | Boston, Massachusetts, United States
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Jeanne Sullivan, as the Founder and Principal of Financially in Tune, brings over two decades of expertise in financial planning to her diverse clientele. Since earning her Certified Financial Planner designation in 1996, Jeanne has dedicated her career to demystifying complex financial concepts and empowering individuals and families to achieve their financial goals. At Financially in Tune, she leads a team that offers a comprehensive suite of financial planning and investment management services, tailored to meet the unique needs of each client.
Jeanne’s current projects reflect her commitment to holistic financial wellness, focusing on investment strategies that align with her clients’ long-term aspirations, whether they are planning for retirement, saving for college, or navigating the intricacies of mutual funds and fixed income investments. Her expertise in risk management ensures that clients are well-prepared for market fluctuations, while her skills in new business development allow her to cultivate lasting relationships and foster trust within the community.
Under her leadership, Financially in Tune has become a go-to resource for individuals seeking guidance on retirement savings and investment management. Jeanne’s passion for education shines through in her approach, as she believes that informed clients are empowered clients. By offering both one-time project consultations and ongoing financial planning relationships, she ensures that her clients have the support they need at every stage of their financial journey. With a keen eye for detail and a strategic mindset, Jeanne Sullivan continues to make a significant impact in the financial planning industry, helping clients navigate their financial futures with confidence and clarity.
Founder/Principal at Financially in Tune in February 2011 to Present
Senior Wealth Manager at Back Bay Financial Group in April 2000 to December 2010
Consultant at FRC Research Corp in April 1999 to April 2000
Marketing at Funds Distributor in January 1997 to January 1999
Marketing at The Boston Company in January 1990 to January 1993
Marketing at Fidelity Investments in August 1987 to July 1990
Marketing at American Express in January 1984 to January 1987
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Marketing
Mergers & Acquisitions
Strategic Financial Planning
Investment Management
Strategic Planning
Financial Services
Wealth
Wealth Management
Retirement Savings
Mutual Funds
Asset Management
Retirement Planning
Strategic Partnerships
Investment Strategies
Marketing Communications
Investment Advisory
Alternative Investments
Investments
Financial Planning
Market Research
Securities
New Business Development
Equities
Portfolio Management
Management
Finance
Retirement
Asset Allocation
Personal Financial Planning
Financial Advisory
Series 7
Certified Financial Planner
Estate Planning
Fixed Income
Business Development
Entrepreneurship
Mergers
Financial Analysis
Risk Management
Business Strategy
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What is Jeanne Sullivan email address?
Email Jeanne Sullivan at [email protected] and [email protected]. This email is the most updated Jeanne Sullivan email found in 2026.
What is Jeanne Sullivan phone number?
Jeanne Sullivan phone number is +17816405698 and +16177202045.
How to contact Jeanne Sullivan?
To contact Jeanne Sullivan send an email to [email protected] or [email protected]. If you want to call Jeanne Sullivan try calling on +17816405698 and +16177202045.
What company does Jeanne Sullivan work for?
Jeanne Sullivan works for Financially in Tune
What is Jeanne Sullivan's role at Financially in Tune?
Jeanne Sullivan is Founder/Principal
What industry does Jeanne Sullivan work in?
Jeanne Sullivan works in the Non-Profit Organizations industry.
Jeanne Sullivan Email Addresses
Jeanne Sullivan Phone Numbers
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