Jill Hennessey (CFP®, MS)

Jill Hennessey focuses in the
following client markets or areas of practice:

  • Business Owners
  • Fixed Fee (Subscription, Retainer, etc.)
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning

Additional Information

Jill Hennessey received a BS in Biology from Tufts University and a Master’s degree from the University of Pittsburgh and, prior to becoming a Financial Planner, worked for many years as a genetic counselor and in various positions in the biotechnology industry. Jill chose to change careers in 2006 when her son was born and sought a profession that allowed her to use her counseling skills and her love of statistics. After much consideration, and to her surprise, she realized that financial planning was the right fit. She started Drumlin Financial Advisory in 2010 and chose to specialize in working with science and technology professionals with whom she shares a similar academic background.

In her spare time Jill enjoys spending time with family and friends, reading mysteries, watching the latest Star Trek series and training her Russell Terrier, Teddy, in scent work and obedience.

Contact me today to explore how my holistic approach and evidence-based investment strategy can help you define your goals, set your path, and stay on track toward your long-term financial vision.

 

 

 

 

 

 

 

 

 

 

NAPFA Start Date

October 12, 2011

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

206 Ayer Road Suite 6 Harvard, MA 01451 Phone: (978) 235-0647