Jeanne McGannon, CFP®

Director, Wealth Management Services

Jeanne McGannon serves as a Director, Private Wealth Client Services at Cresset. She has over 20 years of experience helping high-net-worth individuals and families manage their financial planning, investment management, trust administration, and comprehensive reporting needs.

Prior to joining Cresset, Jeanne was a Director at Geller Advisors, serving as the primary point of contact for high-net-worth clients to build and achieve their wealth management and planning goals. Before that, she served as Director and Client Service Manager at First Republic Private Wealth Management. Earlier in her career, Jeanne managed the client service and operations teams at Constellation Wealth Advisors and has served as a Financial Planning Associate at Lesavoy Financial Perspectives. Jeanne started her career at Smith Barney.

Jeanne graduated from Fordham University with a Bachelor of Science degree in general science. She completed the Financial Planning Certificate Program at Pace University. She is a CFP® professional and a member of the Financial Planning Association.

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