Jeanne Sullivan, CFP®
Partner, Managing Director

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Jeanne is a Partner and Managing Director for the Beacon Pointe Stoneham office. With more than 45 years of experience in financial services, she brings a thoughtful approach to helping clients navigate the complexities of their financial lives. Jeanne specializes in providing comprehensive financial planning and investment management, drawing on decades of experience across varying market cycles to guide clients through each stage with clarity and confidence.

Prior to joining Beacon Pointe through the 2026 acquisition of Financially in Tune, which she founded in 2011, Jeanne built a diverse career spanning wealth management, strategic planning, and marketing roles with firms including Fidelity Investments, American Express, and Financial Research Corporation. She has been a CERTIFIED FINANCIAL PLANNER (CFP®) professional since 1996.

Jeanne has been actively involved in advancing financial education throughout her career, previously serving as Director of Consumer Education for the Massachusetts chapter of the Financial Planning Association. Her commitment to financial literacy has included organizing and participating in educational initiatives, speaking engagements at the Boston Public Library, and presentations at Mount Holyoke College. She was also selected by the Boston Globe to participate in its prior “Money Makeover” series.

Jeanne holds a Bachelor of Arts in Economics with honors from Mount Holyoke College, a Master of Arts in Law and Diplomacy with concentrations in International Economics and Business from The Fletcher School at Tufts University, and a Certificate in Financial Planning from Boston University. Originally from Kansas City, Missouri, Jeanne now resides in Massachusetts with her husband. She also has two grown sons and a daughter-in-law and enjoys country music, playing guitar, and cross-country skiing.