Janie M.

Janie M. is a seasoned wealth advisor with extensive experience in financial planning and client advisory roles. Currently serving as a Wealth Advisor at Ballentine Partners, LLC since April 2024, Janie previously held positions as a Wealth Planner at Crestwood Advisors and as a Principal at Cerity Partners, following the merger of Daintree Advisors with Cerity Partners in December 2021. Janie's career began at Ballentine Partners, LLC, where roles included Associate Client Advisor and Senior Client Service Associate. Additional experience includes a Financial Planning Associate position and an internship at New England Private Wealth Advisors, LLC. Janie holds a Master of Science in Financial Planning from Bentley University's McCallum Graduate School of Business, as well as a Bachelor of Science in Corporate Finance and Accounting from Bentley University.