Jennifer Adams, CFP®
Education & Certificates
B.S. Finance, Iowa State University
CERTIFIED FINANCIAL PLANNER®
Professional Background
I joined CW Advisors from Aspire Wealth Management and, prior to that, started my career in 1998 as an advisor with American Express Financial Advisors in Boston (now Ameriprise Financial). With over 25 years working with clients to create and implement their financial plan while managing their assets and providing investment advice, I sincerely value the long-term relationships with my clients.
Personal Interests
With 2 teenagers quickly entering the college years, I cherish as much time as possible skiing in Vermont and traveling to Europe with the family, playing tennis, visiting museums and reading. While I have lived in the Boston area with my husband for over 25 years, I always enjoy going back to my hometown of Omaha, NE and also cheering on the Iowa State Cyclones in football and basketball!