What is your name and occupation?
Jennifer Gray, CFP, APMA — Financial Advisor & Franchise Owner with The Nolan Group at Ameriprise Financial
How long have you been a Boston Business Women’s Member?
Less than a year.
What is your LinkedIn URL?
https://www.linkedin.com/in/jennifer-gray-ameriprise/
Were you born and raised in Boston? If not, what brought you here?
I was born and raised in Ohio. I moved to attend BU and fell in love with New England!
Tell us more about your job or company and what led you to your career?
My team is made up of strong women working in a traditionally male-dominated industry. We focus on making financial planning about the whole person, not just their investments.
We aim to be connectors — a positive resource for every aspect of your financial life, helping clients make confident decisions and achieve peace of mind.
What would your clients say about you and your company?
That we’re passionate, fun, spunky, positive, and an organized group of women!
What is the best advice you’ve ever received?
If you do right by people — your clients, your team, and those around you — and selflessly help them get what they want, good things will come your way. When you lead with integrity, you earn the right to ask for what you want in life.
What is your favorite book?
The Proving Ground: Inside the 1998 Sydney-Hobart Sailing Race by Bruce Knecht
What is your secret weapon? An app, a tool, an organization method, anything?! (Can be a personal or professional life tool)
Stay organized and uncluttered as you go. Your mind stays clear when your life is uncluttered. It’s easier to do a little every day than to try to clean up everything at once!
What is your most recent WIN? How are you slaying in your career or business?
Adding two more amazing women to our team!
What advice would you give to your younger self?
Keep your head down and work hard. It does get easier — and it’s totally worth it! :)
How do you enjoy your free time?
Sailing, skiing, hiking, gardening, and baking/cooking.
What is something that not many people know about you?
In college, I lived aboard a sailboat for two months, island-hopping through the Caribbean!