Jennifer M. Stickney

Advisory Team
Jennifer Stickney
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617-337-4213

Jen joined One Charles Private Wealth in 2018 as a part of the Advisory Team and works with high-net-worth individuals and families across asset allocation, investment implementation, financial planning, and cash flow needs.

Jen graduated from Salem State University with a Bachelor of Science in Business Administration and is currently a candidate for the Certified Financial Planner (CFP®) Certification. Prior to joining our firm, she worked as a Financial Advisor for individuals and families as well as retirement plan participants. She holds the following professional licenses: Series 7, 63, 65, LAH.

Primary Duties at One Charles Private Wealth

  • Facilitates tax, retirement, estate, and other wealth management strategies for our clients
  • Monitors our clients’ progress towards their specific financial goals
  • Liaises with our clients’ other advisors on wealth planning strategies