Jennifer Morrell (BS, CFP®)

Jennifer Morrell focuses in the
following client markets or areas of practice:

  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules

Planning Specialties

Jennifer L. Morrell has over ten years experience in the area of financial services. During the last several years she has focused on comprehensive financial planning for individuals and small businesses. She received a Bachelor's Degree from Lowell University in Accounting. She is a Certified Financial Planner and an Investment Advisor Representative in the Commonwealth of Massachusetts.

Additional Information

Nevils Financial, LLC is a registered investment advisor firm in the Commonwealth of Massachusetts and in the State of Florida.

NAPFA Start Date

February 14, 2017


This Office

607 North Ave Ste 18 Wakefield, MA 01880-1322 Phone: (877) 552-2638 Fax: (781) 245-4114

Other Offices

960 SE Indian St Stuart, FL 34997-5606 Phone: (877) 552-2638 Fax: (781) 245-4114