Jenna Looney

Client Services Associate

As a Client Services Associate, Jenna is responsible for all administrative management at Breakaway Wealth Management. Prior to Breakaway’s inception, she was a Wealth Management Client Associate at Merrill Lynch and a key member of Roger’s team. Regularly praised for exemplary service, Jenna won Merrill's Top 1000 Client Associates Award* in 2021 and 2022, a testament to her commitment to excellent service.

Fueled by her desire to help others, Jenna delivers outstanding client service, including timely communication and a personalized approach. She is dedicated to ensuring each client feels like a valued member of the Breakaway family, understanding their needs and goals as she works with the advisory team to assist in developing and delivering the most optimal financial services.

Jenna hails from the Jersey Shore, where she currently resides, and is a Johnson & Wales University graduate. In her free time, she enjoys the ocean, exploring new destinations, and the thrill of snowboarding.

* Merrill's Top 1000 Client Associates Award