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We get to know you and your family, your financial situation and what matters most to you.
Hear from a panel of experts as they explore how rising interest rates, high inflation and increased volatility are impacting the economy, how family dynamics are changing estate planning and hear some actionable strategies for investors to consider in 2023.
Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.
Forbes "Best-in-State Next-Generation Wealth Advisors 2019
Published on September 4, 2019. Rankings based on data as of March 31, 2019.
Working Mother/SHOOK Research's "Top Wealth Advisor Moms" 2018-2021
Published annually Sept - Oct. Rankings based on data as of Mar 31 of current year.
Jennifer Shydler is a Senior Vice President, a Wealth Management Advisor, and the founder of the Shydler Wealth Management Group at Merrill. Jennifer looks to create lasting value in clients’ financial lives, helping people resolve issues, uncover possible efficiencies, weigh important decisions, and plan for the future. She brings high expectations to her own work and that of her team, fostering an environment that demonstrates each client’s importance through her care, customization, and attentiveness.
Jennifer has earned a number of national accolades for her work, recognition that she believes reflects the caliber and contributions of her team and the clients they are proud to serve:
· Forbes “America’s Top Women Wealth Advisors,” 2020-2021 (Published annually Feb – April. Rankings based on data as of June 30 –
September 30 of prior year) and Forbes "America's Top Women Wealth Advisors Best-in State" for 2022 (Published on February 4, 2022. Rankings based on data as of Sept 30, 2021)
· Forbes “Best-in-State Next-Generation Wealth Advisors,” 2019 (Published on September 4, 2019. Rankings based on data as of March 31, 2019)
· Forbes “America’s Top Next Generation Wealth Advisors,” 2017-2018 (Published annually July – Sept. Rankings based on data as of March 31 of current year)
· Working Mother, “Top Wealth Adviser Moms,” 2018-2021 (Published annually Sept – Oct. Rankings based on data as of Mar 31
of current year)
Jennifer was also recognized with one of Merrill’s most esteemed honors in 2019, the David Brady Award, named for a Merrill employee who lost his life in the World Trade Center attacks of September 11, 2001. The award is given annually to the employee who best exemplifies exceptional commitment to her clients, her team, and the firm.
Clients from varied paths look to Jennifer for assistance. Some are medical professionals who appreciate the time that she creates in their schedules by simplifying the intersection of their personal and professional wealth. Other clients include retirees, women, and widows, who sense Jennifer’s genuine interest in helping them organize their wealth, reduce stress, and grow in confidence as decision makers. Still others include investors who have traditionally managed their own portfolios, but who recognize value in having a trustworthy resource for the years that lie ahead, either to reduce their own time commitments or to nurture a reliable relationship for their loved ones. Finally, nonprofit institutions engage Jennifer’s assistance to support their obligations concerning fiduciary asset management.
Jennifer has significant tenure with the firm—a continuity that helps her connect clients to impactful capabilities, enterprise wide. She began her career with Bank of America in 1999 and has served as a Financial Advisor with Merrill since 2008. Committed to professional excellence, she holds the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc. Jennifer has also earned the Chartered Retirement Planning Counselor and the Certified Plan Fiduciary Advisor designations. Within the firm, she is also a Retirement Accredited Financial Advisor. She earned her B.S. in Finance with distinction in Financial Services, Cum Laude, from San Diego State University.
Very active in her community, Jennifer has served as a “Big Sister” for more than 16 years. She also is a member of the Executive Board for the Tyler Robinson Foundation, a nonprofit organization that supports pediatric cancer patients and their families. Eager to give back, she also volunteers with the Three Square Food Bank and teaches a wealth planning course for the UNLV Women’s Research Institute.
A fifth-generation Las Vegan, Jennifer is proud to have put down roots in her home city. She and her husband, Mark Wiley, love spending time with their young son, Andy, who keeps them active, busy, and very happy. In her free moments, Jennifer loves listening to live music, hosting friends at her home, crafting, and traveling. She welcomes the opportunity to trade ideas on new travel destinations and share some of her own favorites—New York City, Maui, and Pacific Beach/San Diego.
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.
San Diego State
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.
Associate Investment Advisory Specialist
Wealth Management Lending Officer
Bank of America, N.A.
Wealth Management Banking Specialist
December 15th, 2022|2:00 PM EST
Please mark your calendar for our next webcast, Outlook 2023: Back to the (new) future premiering December 15 at 2 p.m. ET, and available for viewing on-demand.
Chris Hyzy, Chief Investment Officer for Merrill and Bank of America Private Bank sits down with experts from BofA Global Research and the Chief Investment Office to discuss what the coming year may bring for the global markets and economy and potential ways to navigate today’s new market landscape.
Visit our Outlook 2023 page to learn more about the program and set a calendar reminder. It’s sure to be a timely discussion that you won’t want to miss.
We understand that both your life and the financial markets can change over time. By 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.
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Your advisor is a click away within our site or mobile apps
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Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
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.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.
Transcript of Video
No question too big or moment too small
For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.
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.
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