Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Jennifer Hersh has been a Financial Advisor since 1999 and joined Merrill Lynch in 2007 where she is now a Senior Financial Advisor. She strives to deliver personalized financial guidance to Small Businesses, Families, and Individuals. Jennifer recognizes that every situation is unique, and she aims to focus on connecting all aspects of the client's financial lives and helps them to pursue their Life Priorities.
Jennifer strives to deliver an elite experience to her clients. She delivers personalized advice and clients can expect honest and open conversations as well as regular communication to help ensure that their financial lives are consistent with their personal goals and circumstances.
Jennifer is focused on Income Planning and Retirement strategies and holds a Chartered Retirement Planning Counselor designation with the College for Financial Planning. She has worked with Retirement Plans, Non Profit, Individual Investors as well as Divorced and Widowed Women.
She currently has a Certified Divorce Financial Analyst® designation awarded by the Institute for Divorce Financial Analysts™. She focuses on helping to build wealth management strategies that address saving time and money, avoiding pitfalls during and post-divorce as well as gaining a better understanding of the financial implications of the divorce process.
Jennifer holds a BS from Arizona State University and has served as a member of several of the Valley's charities including Junior Achievement and Women's Leadership Council/Valley of the Sun United Way. She is an active Member of NCL National Charity League. She currently serves on the Board of the Hunkapi Programs, a nonprofit for equine assisted therapy. She enjoys equestrian, outdoor activities and spending time with her family.
Disclosure: Certified Divorce Financial Analyst® and CDFA® are trademarks of The Institute for Divorce Financial Analysts™. Chartered Retirement Planning Counselor and CRPC® are registered service marks of the College for Financial Planning.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Arizona State University
2020 Working Mother’s “Top Wealth Advisor Moms
Named to Forbes "America’s Top Women Wealth Advisors" list in 2020.*
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Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Wealth Management Banking Specialist
Bank of America, N.A.
Wealth Management Lending Officer
Bank of America, N.A.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
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Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.