Jennifer Hall, CFP® Featured in Millennial Investment Discussion

Fostering greater engagement of millennials in retirement savings and financial planning is an important industry challenge. Jennifer Hall, CFP® contributed to the dialogue as a Portfolio Summits panelist in a recent Millennial Money Management symposium.

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04.29.2026

Jennifer M. Hall, CFP®, AEP® Elected to BEPC’s Board of Directors

"Congratulations to Appleton’s Jennifer M. Hall, CFP®, AEP® on being elected to the Boston Estate Planning Council’s board of At-Large Directors..."

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12.29.2025

Caroline Schmidt, CFA Named to Smith’s Research & Gradings 2025 Rising All-Star Team

"Appleton is proud to announce that Caroline Schmidt, CFA, was named to Smith’s Research & Gradings 2025 All-Star Municipal Analyst Awards as a member of the Rising All-Star Team..."

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10.21.2025

Remembering Kathleen M. Burge, Co-Founder of Appleton Partners

"It is with great sadness and fond memories that Appleton announces that Kathleen (“Kathy”) Burge, a co-founder and former executive of the firm, passed away at age 75..."

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