Jeanne Hagar is a dedicated financial advisor who works closely with clients to fully understand their unique financial situations, goals, and risk profiles. Her approach is centered on developing personalized, practical strategies that help clients navigate life’s various financial stages with clarity and confidence.
“Creating a unique plan for each client is what keeps me focused, excited, and challenged. No two clients are the same—and I truly love the work I do,” says Jeanne.
With decades of experience, Jeanne has built lifelong, trusted relationships with individuals and families. Her clients value her meticulous attention to detail and unwavering commitment to putting their best interests first.
Jeanne began her career in international trade and finance, building a successful 10-year track record before transitioning into financial services in 1991. She started as an insurance and investment representative with Prudential Financial, then took a pivotal step in 2002 by joining The Hamilton Group. At that time, Jeanne became an Independent Advisor and Sole Proprietor, establishing and growing her own financial advisory practice—an endeavor she continues to lead with vision and integrity.
In 2017, she joined Boston Harbor Wealth Advisors and Raymond James Financial, further expanding her service offerings and professional network.
Today, Jeanne is excited to join OneSeven, where she continues to operate independently while leveraging a collaborative platform that offers clients enhanced investment opportunities and access to some of the most advanced technology tools in the industry.
Jeanne holds several respected professional designations, including:
- Registered Financial Consultant (RFC®)
- Certified in Long-Term Care (CLTC®)
- Life Underwriter Training Council Fellow (LUTCF®)
- Chartered Retirement Planning Counselor (CRPC®)
She earned her bachelor’s degree in Foreign Languages and Business from Salem State College and studied at the Université de Caen in Normandy, France, where she graduated with honors from the international program.
Community & Personal Life
Jeanne has been an active member of the Mansfield Women of Today for over 40 years, serving in multiple leadership roles at the local, state, and national levels. She is also deeply involved in her church community, having served on the Parish Council and currently chairing the Endowment Fund Committee.
In her free time, Jeanne enjoys traveling, cooking, gardening, home decorating, and hosting events for her large extended family. Her greatest joy comes from time spent with her daughter and five active grandchildren, who keep her happily on the go.
