Eleanor Kreitler, CFP®
Financial Advisor
Eleanor is a CFP® and loves the outdoors.
Eleanor is passionate about financial literacy and helping clients gain clarity and confidence in their financial lives through education and planning.
Eleanor graduated from the University of Colorado, where she earned a Bachelor of Science degree in Business with a focus in Finance. She holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification.
Eleanor began her career at Charles Schwab, where she was part of the firm’s Financial Consultant Academy. She went on to serve as a Planning Specialist at Morgan Stanley, where she worked closely with clients to develop personalized financial plans tailored to their unique goals. She joined Grimes & Company in 2025.
Originally from Connecticut, Eleanor has a deep appreciation for New England’s charm—she is an avid beachgoer during the summers and an enthusiastic skier during the winters. Outside of work, you can often find her exploring local vintage shops, trying restaurants all around Boston, and spending time with her beloved rescue dog. Eleanor values authenticity, connection, and creating lasting relationships both personally and professionally.
Please Note: Limitations. Neither the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Grimes is engaged, or continues to be engaged, to provide investment advisory services.
Please Note: Limitations. The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. Grimes does not serve as an attorney, accountant, or insurance agent. Grimes does not prepare legal documents or tax returns, nor does it sell insurance products. If the client desires, one of Grimes’ representatives, in their separate licensed individual capacities, can be engaged to provide insurance sales/services as described on Grimes’ written disclosure Brochure (a copy of which is linked to this website) per the terms and conditions of a separate engagement and fee.