Jenn Meconi, FPQP® in

Jenn Meconi, FPQP®

Examiner · DISC type cs
Practice Manager and Marketing Specialist at Meconi Financial Management & Advisory
📍 Bedford, New Hampshire, United States

Jenn is the Practice Manager and Marketing Specialist at Meconi Financial Management & Advisory. She recently earned her Financial Paraplanner Qualified Professional® designation, reflecting a strong commitment to professional development. She holds a Master of Social Work from the University at Albany and is a member of The Chamber Collaborative of Greater Portsmouth.

Outside of work, Jenn is passionate about community engagement and actively encourages support for local New Hampshire charities. She values continuous learning, embracing change, and networking with peers to share ideas on topics like hiring and retention. Her personal philosophy focuses on daily learning and celebrating small victories.

She recently earned the Financial Paraplanner Qualified Professional® designation, showcasing her dedication to the financial planning profession.

Read the full overview →
Current Role
Practice Manager and Marketing Specialist
Job Level
Middle
Location
Bedford, New Hampshire, United States
Personality Overview

How Jenn shows up

Overcautious
Status Quo Seeker
Tough To Convince

The only way to convince them is by showing them examples and ample proof. They are always well-planned and adopt a systematic approach. They tend to have clarity about their needs and constraints, and are unlikely to over-promise.

Priorities

Topics Jenn cares about

Financial Planning
Her role and recent Financial Paraplanner Qualified Professional® designation highlight her expertise and commitment to the field.
Professional Growth
Earning a new professional designation and stating a goal to "learn something new every day" shows her dedication to continuous development.
+4 more topics Login to view topics
Career

Work history

Practice Manager and Marketing Specialist
Meconi Financial Management & Advisory
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
9-1996 - 5-1998
Master of Social Work - MSW
University at Albany
9-1992 - 5-1996
Bachelor of Arts - BA
University of Rochester
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Jenn. Free, 10 seconds.