Janine Olson
,
Vice President, Senior Financial Advisor
45 William Street
Wellesley Hills, MA 02481
781.431.4009
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Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile

Janine has been in the finance industry for 30 years, 15 of which as a financial advisor. She focuses on planning strategies to help clients and their families navigate through the various stages of their financial lives. In addition to her undergraduate degree from Colby College, she has earned her CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, her Certified Divorce Financial Analyst™ (CDFA™) designation and her Masters of Science in Finance (MSF) degree from Northeastern University. Janine is passionate about educating and empowering clients, working strategically with them and their other advisors (CPAs, estate planning attorneys, divorce attorneys, etc.) to craft and manage their financial plans.

Janine is an avid runner, having completed two marathons and several overnight relays. She resides with her husband and five children in Concord, Massachusetts.

About Me
Welcome

My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.

About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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CDFA® and Certified Divorce Financial Analyst® are trademarks of The Institute for Divorce Financial AnalystsTM.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Janine Olson is registered to do business in AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, MA, MD, ME, MO, NC, NH, NJ, NM, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI.