New Bedford, MA Office

Team
Updated today

Client AUM

$11,335,873,533

Clients

6,550

Advisors

2

Of 99 advisors across 30 offices

Location

700 Pleasant Street, 4th Floor

New Bedford MA 02740

Advisors at this office

2

Advisors at this office

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Jennifer D

Series 65, Series 63

New Bedford, MA

CliftonLarsonAllen Wealth Advisors, LLC

Jennifer Devine is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC with five years at the firm and a total of two years of industry experience. She holds the Series 65 and Series 63 licenses. Prior to her current role, she worked at CliftonLarsonAllen LLP for five years. CliftonLarsonAllen Wealth Advisors serves individuals, corporate and institutional clients, and qualified retirement plans by providing wealth advisory and asset management services, financial and estate planning, and business succession consulting. The firm integrates strategic asset allocation with multidisciplinary planning and offers both fiduciary RIA services and broker-dealer and insurance activities.

Business exit / sale strategy Business succession planning College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Mikaela H

Series 65

New Bedford, MA

CliftonLarsonAllen Wealth Advisors, LLC

Mikaela Hunt is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC, holding a Series 65 designation and five years of industry experience. She has been with CliftonLarsonAllen since 2019 and previously worked at the University of Massachusetts - Dartmouth and Winberg's True Value. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to a diverse client base, including individuals, high-net-worth households, pension plans, corporations, and charitable organizations. The firm emphasizes strategic asset allocation through model portfolios using mutual funds and ETFs, and integrates wealth, tax, estate, and insurance professionals to coordinate comprehensive planning and implementation.

Business exit / sale strategy Business succession planning College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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