Jennifer M. Hall, CFP®, AEP®
Wealth Manager
Vice President
BOSTON (March 20, 2025) – Appleton Partners, Inc. is pleased to announce that Jennifer Hall, Wealth Manager, is the 2025 co-recipient of the Boston Estate Planning Council’s (BEPC) President’s Award in recognition of her contributions to BEPC’s mission. Jen serves as co-chair of BEPC’s Community Engagement Committee, through which she works to provide BEPC members with opportunities to give back by teaching financial literacy to underserved populations in the Boston area. She has also participated in the Financial Literacy Program for women at the Suffolk House of Corrections by leading classes in budgeting, debt, and professional development, among others.
Boston Estate Planning Council is one of the oldest and largest estate planning councils in the country and is comprised of 700 estate and wealth planning professionals in the Boston area. The group offers educational programs and networking events that allow members to connect and build relationships.
“Appleton Partners is thrilled to see Jen receive the prestigious BEPC President’s Award,” stated Jim O’Neil, Senior Vice President and Managing Director. “It is extremely gratifying to see Jen’s hard work and efforts recognized by BEPC, an organization we actively support. Jen has become a true leader, and her colleagues, clients, and the estate planning community at large have benefited from her knowledge, skills, and willingness to work collaboratively with other estate planning professionals.”
CONTACT:
Robert Krantz, (617) 303-0788, [email protected]
ABOUT APPLETON PARTNERS, INC.
Appleton Partners is a 100% employee-owned and operated investment advisor founded in 1986 and located in Boston, MA. Entrusted with $13.5 billion of investor assets1, Appleton Partners manages customized separate accounts for individual and institutional investors, while also serving the financial planning and wealth management needs of private clients.
- As of February 28, 2025
Community involvement efforts should not be construed as endorsement of Appleton’s investment acumen or a recommendation to retain Appleton for professional services by any mentioned entities or organizations.
