Since joining Merrill Lynch Wealth Management in 1984, Jennifer has cultivated enduring relationships with clients that span generations and the nation’s geography. Jennifer is well known in the Tallahassee area for her commitment to educate and inspire people about achieving financial wellness.

A lifetime learner, Jennifer finds that her rigorous and ongoing industry training allows her to bring clients an extra measure of financial knowledge and work more strategically and analytically on their behalf.

Specifically, Jennifer holds the Chartered Financial Analyst designation, and is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. She also holds the Chartered Retirement Planning Counselor and Chartered Retirement Plans Specialist designations.

Additionally, Jennifer holds the firm’s Senior Portfolio Manager designation – allowing her to help clients pursue their objectives by managing on a discretionary basis her own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. A Senior Portfolio Manager may also make their strategies available to clients working with other Merrill Advisors.

With her rare combination of credentials and skillsets, Jennifer can work on a continuous basis with each client – from the exploration and goal-setting step of their relationship, through the formulation, implementation and frequent review of a comprehensive and integrated financial strategy.

“Being seen as a trusted, hands-on advisor is essential to me providing what I call ‘enlightened and engaging’ wealth management. Done right, this business is about taking time to enrich our understanding of clients’ personal and business circumstances, and especially their core values. It’s particularly rewarding to have a tangible and positive impact on the lives of individuals and families in my care,” Jennifer explains.

A long-time resident of Tallahassee, Jennifer received a Bachelor’s degree in Biology from Florida State University and an MBA from the University of New Orleans.

High energy inside the office and out, Jennifer enjoys giving back to the community that’s given her so much. A graduate of Leadership Tallahassee, Jennifer is a past board member of Big Bend Hospice Foundation, Inc. and 2-1-1 Big Bend, Inc. She is also a current member, past president and board member of the Rotary Club of Tallahassee Sunrise. To “relax,” Jennifer enjoys hiking, camping, taking photos and RV travel with her husband, Frank.

Early in life, Sabrina became interested in the challenge of investing with discipline and helping others do the same. Today, Sabrina is a seasoned veteran of the investment industry, having launched her career in 1982 before finding a home with Merrill Lynch Wealth Management in 2001.

Since joining Rupert & Associates in 2004, Sabrina has assisted Jennifer Rupert with portfolio management and tracking, investment research reports, and preparing analyses for clients on their progress toward retirement goals. She also provides clients with updates on their educational 529 plans, Social Security situation, and other components of their financial picture. Sabrina especially enjoys spending time with clients and helping them understand the “what’s and why’s” of their financial strategies.

Sabrina earned a Bachelor of Science degree in Sociology with a minor in Psychology from Florida State University. She also holds the Accredited Asset Management Specialist, AAMS designation.

A boating enthusiast, Sabrina resides in Tallahassee with her husband, Steve. Whenever possible, they enjoy time on the lake or the coast, and traveling to visit their three grown daughters. Generous with her time, Sabrina serves her community at a local homeless shelter, through various committees at her church, and by participating at Bank of America community-sponsored events.

Since arriving at Merrill Lynch Wealth Management in 1996, Nita has brought clients her personal energy, enthusiasm and responsive attention to their transactional, account and administrative needs. Before joining the firm, she spent two years as an executive assistant to investment bankers in Charlotte. Previous to that, Nita was an executive assistant for six years in Kansas City, working for the National Collegiate Athletic Association.

On a daily basis, Nita reflects her extensive understanding of client needs and the group’s devotion to providing exceptional, attentive service. Among her responsibilities are handling urgent client requests, answering their questions, and acting as their proactive liaison with Jennifer, Sabrina and specialists throughout Merrill and Bank of America.

For Nita, the friendships she has made with clients allow her to be a highly effective “point person” for generations of families she’s come to know and admire. Perhaps Nita’s greatest reward is assisting clients when transitions in their lives create financial and emotional challenges.

Married for more than 40 years, Nita and her husband, David, are proud parents of four and grandparents of 13. When not visiting with family, the couple enjoys traveling and rooting for the Florida State Seminoles football team. Nita is also an avid reader and volunteer – devoting herself to several Bank of America community-sponsored events, as well as volunteer teaching, cooking for and serving children and teens from lower-income households.