Jen plays an integral role on our team overseeing the development and implementation of our financial planning process, working closely with clients to ensure their plan represents a comprehensive evaluation of their complete financial life, updated and reviewed on a regular basis. She has special interest in Medicare and Social Security strategy planning, as well as working with young professionals just beginning to learn about investments and financial planning. Jen manages the group’s business strategy, ensuring our team works cohesively and efficiently, while also planning and executing client-centered communications and events.
Jen enjoys fostering lasting relationships with each of our clients as we work closely with them and their families to pursue their personal and financial goals.
Before joining our team in 2015, Jen spent 18 years in the nonprofit world. As a mother to a child with developmental disabilities, she focused her career on disability advocacy; utilizing her in-depth systems knowledge to provide insights to our clients with similar family needs.
Jen serves on the boards of directors for the Connecticut Family Support Network, and Cherish the Children Foundation. Along with her husband, Marty, Jen founded the Glastonbury Hartwell TOPSoccer Organization, where children with disabilities can learn and play soccer alongside their nondisabled peers. She earned a bachelor’s degree in finance and marketing from the University of Connecticut.
Jen loves to spend time with her family and friends, exercise, bake and travel. Born in Hartford and raised in South Glastonbury, she and Marty live in Glastonbury and love to spend time with their children, Kaitlyn, Jamie, Mattie and Halle.
Contact me at jennifer.carroll@raymondjames.com or 860.815.9234
Raymond James is not affiliated with the above organizations and/or charitable causes.