Thanks to his father’s career in finance, Jared was introduced to the world of investments and wealth management at an early age. He recalls listening to his dad on the phone while riding in the car and hearing about his workday at the dinner table. Fascinated by what his father did for a living, Jared knew he wanted to follow in his footsteps.
A native Bostonian, Jared grew up in Needham, MA, and attended Tufts University in Medford, MA, where he earned a Bachelor of Arts in Economics with a minor in Finance. While at Tufts, Jared was a member of the golf team and enjoyed spending many hours on the greens.
In 2023, Jared joined Heritage as a Client Service & Operations Administrator. In 2024, he was promoted to Paraplanner, where he worked closely with the firm’s wealth management teams to create financial plans for clients. In 2025, he was promoted again—this time to Wealth Advisor. In this role, he partners with Wealth Managers to conduct client review meetings and address client requests and inquiries. He also coordinates with clients’ accountants, attorneys, and other advisors to ensure that all facets of their finances work in concert with each other.
In his spare time, Jared enjoys spending time at his family’s home in Falmouth, golfing, cheering on Boston sports teams, and staying on top of the latest news across professional sports leagues.