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Jenny I. Martella, MBA, CFP®

Principal & Wealth Manager

Jenny I. Martella, MBA, CFP®2020-06-01T21:13:10+00:00
Melissa J. Boyer, CFP®
Contact Me

Professional Designations:

Master of Business Administration, CERTIFIED FINANCIAL PLANNER™

Education:

George Washington University, MBA, Finance

Lehigh University, Bachelor of Science, Marketing

Read more about Jenny

Jenny I. Martella is a Principal and Wealth Manager at Modera Wealth Management, LLC. Her main responsibilities include helping clients develop their financial plans, implementing wealth management strategies and managing clients’ investment portfolios. Jenny also serves as a member of the firm’s Financial Planning Committee.

Prior to joining Modera in 2020, Jenny served as Principal and Director of Financial Planning at Keatley Wealth Management (KWM). Jenny enjoyed an eight-year career at KWM, where she worked to help build the firm. Jenny’s achievements at KWM were due in part to her passion for helping individuals plan their financial futures, and implement these plans. Jenny focuses on connecting with her clients, and empowering them with a feeling of clarity and confidence in the financial planning process.

Jenny also has a background in banking, with a 15-year prior career working as a commercial loan officer and private banker to high net worth clients. She decided to transition from banking to the field of financial planning in 2011, after she witnessed many friends and family members receiving poor or inadequate advice in the wake of the 2008-2009 financial crisis.

Jenny has been quoted in the Wall Street Journal, Kiplinger Personal Finance, and Financial Advisor IQ. She has also served as a panelist on a recorded webinar for Fidelity Charitable to discuss the topic of tax efficient giving strategies and donor advised funds.

Jenny lives in Charlotte, North Carolina with her husband and two children. An avid swimmer/cyclist/runner, Jenny likes to compete in local triathlons and swims on a U.S. Masters swim team. She is a Girl Scout troop leader, and loves helping girls develop leadership skills and a love of nature. She volunteers regularly at her church, and is currently serving on the Stewardship/Finance leadership board.

Jenny’s Insights

Retiring with Purpose

Getting ready for retirement really means being able to answer two important questions: 1. How will you pay for your retirement? 2. How will you spend your time in retirement?

Good to Know|
KWM Portal

Modera Financial Planning & Wealth Management

7615 Colony Road
Suite 120
Charlotte, NC 28226
(704) 540-5535