News & Announcements

04.14.2021

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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"Appleton Partners, Inc. is pleased to announce that Robert Krantz has been named to the firm’s Board of Advisors..."
"Congratulations to Appleton’s Jennifer M. Hall, CFP®, AEP® on being elected to the Boston Estate Planning Council’s board of At-Large Directors..."
"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..."