Planning for healthcare expenses now and in the future
- Long-term Care Insurance3
- Health Savings Account2
- Disability Insurance3
Expert panelists explore how the rest of the year may be shaping up for the economy and the markets — and highlight the longer-term forces transforming our lives.
As a Merrill Lynch Wealth Management Advisor, I focus on connecting all aspects of clients’ financial lives to help them prioritize and pursue the goals that matter most to them.
Jennifer Mains joined Merrill in 1995 and has been a financial advisor since 2002. She is part of The Briggs Group, which also includes financial advisor Steven Briggs and client service associate Amy Irish. Her focus is on goals based planning and developing strategies for high-net-worth individuals, their families and their businesses to help them meet their short-and long-term financial goals.
Her approach to wealth management is consultative and objective, and she is committed to providing excellent service. First, she takes the time to listen to and review client financial situations, preferences and goals. Then, she offers recommendations for asset allocations designed to accurately reflect each client's income and growth expectations as well as time horizon, risk tolerance and liquidity needs while also taking into consideration costs.
Finally, she follows up with regular reviews to help track your progress toward reaching your goals and keep your strategies consistent with any changes that may take place in your life. Jennifer draws upon the breadth of Merrill Lynch Wealth Management, leveraging resources including Estate, Trust, and Banking Specialists to connect all the pieces of your financial life.
Jennifer holds her Series 7, Series 66 FINRA registrations and Accident, Life & Health Insurance licenses. She has earned the Chartered Retirement Planning CounselorSM (CRPC®) designation, awarded by the College for Financial Planning. She is a 1993 graduate of Michigan State University, with a B.S. in Public Resources Management. She is an active member at the Detroit Athletic Club. She and her husband, Bill, reside in Waterford, Michigan, with their two children.
Jennifer Mains and The Briggs Group are based in the Bloomfield Hills Merrill office and stand ready to serve you and your family's financial needs in today's challenging environment.
*Asset allocation does not ensure profit or protect against loss in declining markets.
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.
Michigan State University
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
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.
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.
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