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
- 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