Jeanne Gibson Sullivan, CFP®
Jeanne became a Certified Financial Planner in 1996 and founded Financially in Tune in 2011 to provide financial planning guidance and investment management to a wide range of clients. The combination of her educational background in economics and her decades of experience through many up and down market cycles, recessions and bull and bear markets contribute to a seasoned approach to guiding clients through various stages of their financial lives, while always appreciating a new challenge and fresh approach to financial issues.
Jeanne formerly served as the Director of Consumer Education for the Massachusetts Chapter of the Financial Planning Association (FPA). She is also a member of the National Association of Personal Financial Advisors (NAPFA).
In past years, she organized and volunteered for several financial literacy initiatives, including presentations to seniors at Mount Holyoke College on basic financial planning issues and speaking at the Boston Public Library Series, "Taking the Mystery out of Retirement." She was selected by The Boston Globe as one of the financial planners for several money makeovers (the series has since been discontinued). Jeanne became a Certified Financial Planner in 1996 and founded Financially in Tune in 2011 to provide financial planning guidance and investment management to a wide range of clients. The combination of her educational background in economics and her decades of experience through many up and down market cycles, recessions and bull and bear markets contribute to a seasoned approach to guiding clients through various stages of their financial lives, while always appreciating a new challenge and fresh approach to financial issues.
Jeanne formerly served as the Director of Consumer Education for the Massachusetts Chapter of the Financial Planning Association (FPA). She is also a member of the National Association of Personal Financial Advisors (NAPFA).
In past years, she organized and volunteered for several financial literacy initiatives, including presentations to seniors at Mount Holyoke College on basic financial planning issues and speaking at the Boston Public Library Series, "Taking the Mystery out of Retirement." She was selected by The Boston Globe as one of the financial planners for several money makeovers (the series has since been discontinued).
Jeanne holds a BA in Economics with Honors from Mount Holyoke College, South Hadley, MA, a MALD with concentrations in International Economics and Business from the Fletcher School of Law and Diplomacy, Tufts University, Medford, MA, and a Certificate of Completion in Financial Planning from Boston University, Boston, MA. Her career in financial services spans over 40 years. Prior roles include as a wealth manager for a firm in Boston and strategic planning and marketing responsibilities for firms such as Financial Research Corporation, Fidelity Investments and American Express.
Originally from Kansas City, MO, Jeanne now lives in Reading and Gloucester, MA with her husband. She has two grown sons, enjoys country music and playing guitar, and has taken up cross-country skiing in order to actually look forward to being outside in the long, cold northern winter. Having grown up so far from the ocean, she appreciates living close to the ocean, but wishes the water was a bit warmer in the summer in Massachusetts.
