Janie Monroe is a Client Service Associate at Daintree Advisors, joining the firm in November of 2018. She works with individuals and families to help them understand, implement, and achieve their financial goals.
Janie obtained a Bachelor of Science in Corporate Finance and Accounting, with a minor in Law from Bentley University. After graduating, she started her career at Ballentine Partners, where she provided financial planning and investment advisory services to high net worth clients. She obtained her Master of Science in Financial Planning from the McCallum Graduate School of Business at Bentley University. She holds a CERTIFIED FINANCIAL PLANNER™ certification and is a Level I candidate in the CFA program.
Janie lives in Needham with her husband. She enjoys cooking, exercising, and spending time with her friends and family.