Jennifer N. Shea, JD, CFP®
Jennifer oversees wealth advisory services for the firm’s individual and family clients. In her role, she partners with clients and their advisors to design and implement strategies that preserve and protect wealth. Such strategies often address legacy planning, intergenerational wealth transfer, and philanthropic endeavors. Jennifer serves as Chair of the Wealth Strategies Committee.
Jennifer began her career in 2001 and joined Boston Trust Walden in 2022. Most recently, she led the Estate and Business Planning Department at Baystate Financial, LLC. Prior to that, she was a member of the Wealth Structuring Division at Bank of America / Merrill Lynch. Jennifer began her career as an associate at a boutique trusts and estates law firm in Boston.
Jennifer earned a BS in Psychology from the Pennsylvania State University at University Park, an MBA from Syracuse University, and a JD from Syracuse University. She holds the CERTIFIED FINANCIAL PLANNER™ certification. Jennifer is admitted to the Bar in the Commonwealth of Massachusetts, and is a member of both the Boston Bar Association and the Society of Financial Service Professionals. She also serves on the Advisory Council for Zoo New England and supports several organizations that advocate for animal welfare.