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Jennifer Gray, Private Wealth Advisor serving the Winchester, MA area - Ameriprise Advisors

Jennifer Gray

CFP®, APMA

Private Wealth Advisor

The Nolan Group
17
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 15 reviews

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Family Finances
  • Investment Management
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Women's Financial Strategies
  • Tax Planning Strategies
  • Small Business
  • Executive Compensation and Benefit Strategies
  • Financial Strategies for LGBTQ Couples and Families
  • Intergenerational Planning

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Orange High School (Pepper Pike, OH)
  • Boston University School of Management, BSBA

Awards & recognition

  • Forbes Best-in-State Women Wealth Advisors, 2023-2024
  • The Nolan Group, Forbes Best-in-State Wealth Management Teams, 2023
  • Five Star Wealth Manager, 2013-2015, 2021, 2023-2024
  • Ameriprise Circle of Success, 2021-2023

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

  • Town on Stoneham Finance & Advisory Board

Interests

  • I grew up outside of Cleveland, OH, came to Boston for school and have been local to MA ever since
  • I've been with my husband, Jon, since college. We have two kids (Alex & Maddie) and two dogs (Frankie & Abby). It's a full house!
  • I love to ski in the winter with my family. In the summer I race on a J109 sailboat out of Marblehead, MA. I love travel and adventure (both with my family as well as with a group of other entrepreneurs I've gotten to know)
  • I love being a trusted resource for my clients to help them solve all kinds of unique issues.
  • I believe in work hard, play hard. A balance is a must for me.

Honored to be recognized in Forbes

I’m thrilled to share that The Nolan Group has been included on the 2024 Best-in-State Wealth Management Teams list and I have been included in the 2023 Best-in-State Women Wealth Advisor list. These lists include top advisory teams and individuals from across the industry that provide comprehensive financial advice to their clients, to help them achieve their unique goals. Thank you to our clients for trusting us with your financial futures. And thank you to our team for the exceptional service you provide to all of our clients.