Sara has been in the financial services industry since 2005 and joined Merrill in 2011. She is a graduate of the University of Michigan Ross School of Business. She has earned an Masters in Business Administration and a Masters of Science in Finance from Walsh College of Accountancy and Business. Sara holds both the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc and the Chartered Retirement Planning Counselor™ designation.

Socially Responsible Investing is a passion of Sara's, and she enjoys working with non-profit organizations and setting up charitable giving strategies. She holds the Chartered Advisor in Philanthropy® designation. Sara also works with women on planning and investing through many stages of their lives and holds the Certified Divorce Financial Analyst® designation. Sara was named to Working Mother/SHOOK Research’s “Top Wealth Advisor Moms” list in 2021 (*Source: Working Mother/SHOOK Research’s “Top Wealth Advisor Moms” list, published on October 12, 2021. Rankings based on data as of Mar 31, 2021) and Forbes "Top Women Wealth Advisors" list in 2021 (*Source: The Forbes “America’s Top Women Wealth Advisors” list, published on March 24, 2021. Rankings based on data as of Sept 30, 2020).

Sara and her husband, Donny, live in Ann Arbor with their three children, Maya, Jake, Parker.

*Impact investing and/or Environmental, Social and Governance (ESG) managers may take into consideration factors beyond traditional financial information to select securities, which could result in relative investment performance deviating from other strategies or broad market benchmarks, depending on whether such sectors or investments are in or out of favor in the market. Further, ESG strategies may rely on certain values based criteria to eliminate exposures found in similar strategies or broad market benchmarks, which could also result in relative investment performance deviating.

*Source: The Forbes “America’s Top Women Wealth Advisors” list, published on March 24, 2021. Rankings based on data as of Sept 30, 2020.

Data provided by SHOOK™ Research, LLC. The Forbes “America’s Top Women Wealth Advisors” ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client impact, industry experience, review of best practices and compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Rankings and recognition from Forbes are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the advisor. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking. Forbes is a trademark of Forbes Media LLC. All rights reserved.

*Source: Working Mother/SHOOK Research’s “Top Wealth Advisor Moms” list, published on October 12, 2021. Rankings based on data as of Mar 31, 2021.

Data provided by SHOOK® Research, LLC. SHOOK Research considered women advisors with children living at home under 21 years of age. The ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Rankings and recognition from Working Mother/SHOOK Research are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the advisor. Neither SHOOK nor Working Mother receives compensation from the advisors or their firms in exchange for placement on a ranking. SHOOK Research is a trademark of SHOOK Research, LLC. All rights reserved.

Jennifer Jennings is a co-founder of the Wohl Jennings Wohl Group within Merrill Lynch Wealth Management. Jennifer is the lead relationship manager for the team. She works closely with an accomplished clientele to identify their needs and aspirations, devising integrated strategies to pursue their objectives with clarity and purpose. As a Wealth Management Advisor, Jennifer is adept in leveraging the resources and capabilities that align with each client’s unique goals; she also enjoys connecting clients to each other and engaging the wider community through educational seminars and roundtables. Client-focused, Jennifer takes great satisfaction in helping clients address the challenges that significant wealth can entail. She offers a holistic approach that encompasses both sides of the balance sheet, including trust and estate planning services, investments, wealth planning, and access to banking and lending through Bank of America, N.A.

Jennifer began her financial services career at Merrill in 1996 as a Financial Advisor in San Jose, California. In 2010, she joined J.P. Morgan’s Private Bank in Michigan where she worked closely with high-net-worth individuals and families to address a range of investment, estate, and banking needs. In this capacity, she founded and led the Michigan Women’s Initiative, which facilitated educational seminars for clients as well as roundtables for female senior executives and business owners.

Jennifer earned her Bachelor of Science degree from the School of Education and Social Policy with an emphasis in Economics from Northwestern University in Evanston, Illinois. She was a varsity four-year letter-winner for Northwestern’s Field Hockey Team. As an undergraduate, she received Academic All Big Ten honors and Second Team All-American honors. 

She is actively involved with Childsafe Michigan an affiliate of the Judson Center, Luella Hannan, The Michigan Women’s Foundation, and served on the Michigan Council of Women in Technology fundraising committee. Born and raised in Northern California, Jennifer now resides in Birmingham with her husband David and their three children.


CDFA® and Certified Divorce Financial Analyst® are trademarks of The Institute for Divorce Financial Analysts™.

*Trust, fiduciary, and investment management services, including assets managed by the Specialty Asset Management Team, are provided by Bank of America, N.A., Member FDIC, and wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”), and its agents.

Donny Wohl is a co-founder of the Wohl Jennings Wohl Group within the Global Wealth and Investment Management group at Merrill. Donny is a CERTIFIED FINANCIAL PLANNER™ professional, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He applies his extensive capital markets experience to design customized portfolios that reflect each client’s objectives, time horizon, cash-flow needs, and investment preferences. He is particularly skilled in communicating complex topics in a manner that is concrete and easily understandable. As a Wealth Management Advisor, Donny is also well versed in trust and estate planning services, customized credit, wealth strategy, and philanthropy. Mindful of each client’s distinctive needs, he looks to generate incisive strategies and tactics to pursue each client’s long-term aspirations.

Prior to joining Merrill, Donny spent more than ten years with JP Morgan’s Private Bank, taking on increasing responsibilities within the firm. He was an Executive Director and ran the investment practice for the State of Michigan, directing ten investment professionals. He began his financial services career in 2006.

Donny graduated from the University of Michigan with Honors, earning his degree in Management and Communications. He was a member of the University of Michigan basketball team and earned Academic All-Big Ten honors, as well as the Bodnar Academic Achievement award. Donny is tied for 2nd in the record books for most steals in a game at the University of Michigan and won the 2004 NIT Championship at Madison Square Garden.

Donny serves on the board of the Jewish Federation of Ann Arbor, as well as the board of the Michigan Jewish Sports Hall of Fame, which honored him in 2016 as an inductee.

Donny was recently Named to Forbes “Best-in-State Next-Generation Wealth Advisors” list for 2019 and 2022 (Published annually Aug – Sept. Rankings based on data as of March 31 of current year).

*Source: The Forbes “Best-in-State Next-Generation Wealth Advisors” list, published annually Aug - Sept. Rankings based on data as of March 31 of current year.

Data provided by SHOOK® Research, LLC. Forbes “Best-in-State Next Generation Wealth Advisors” ranking. SHOOK considered advisors born in 1983 or later with a minimum 4 years as an advisor. Advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of Forbes and not representative nor indicative of any one client’s experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

*Trust, fiduciary, and investment management services, including assets managed by the Specialty Asset Management Team, are provided by Bank of America, N.A., Member FDIC, and wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”), and its agents.

*Credit Services are through Bank of America, N.A.