Jennifer Brennan, CRPC®

Director of Client Services

About Jennifer

Jennifer Brennan is our Director of Client Services and has over 20 years of industry experience. She joined Veritas in May of 2021 and has a stellar reputation for delivering exceptional client service. In her role, she focuses on all aspects of the client relationship from initial account set up and the handling of client requests, to assisting with long-term financial and retirement planning.

Prior to joining Veritas, Jen spent 9 years at UBS as a Client Service Associate. She began her career at Merrill Lynch where she worked for 12 years and held roles in Client Service, Administrative Staff Training, and Operations Management for a multi-office complex. Fun fact – she trained Mary Quinlan at Merrill Lynch, so she’s no stranger to the team.

Jen graduated from Bryant University with a concentration in Business Administration and has earned the Chartered Retirement Planning Counselor (CRPC®) designation. She resides in Pembroke, MA with her husband, Greg, and their three children, Matthew (10) and twins, Julia & Ryan (7). When Jen’s not in the office, she spends a lot of her time taking her kids to activities such as karate, basketball, tennis, flag football, and gymnastics. She also loves to dine out around the South Shore with her husband and friends; and often takes the time to share glowing reviews with others to promote local restaurants.