Outlook 2023: Back to the (new) future

Outlook 2023: Back to the (new) future

Watch experts discuss inflation, interest rates, the markets – and the possibility of a more promising market environment.

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Recognition

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.

Jennifer Shydler

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 Women Wealth Advisors" 2021
Published on March 24, 2021. Rankings based on data as of September 30, 2020.

Forbes "America's Top Women Wealth Advisors" 2020
Published on April 21, 2020. Rankings based on data as of September 30, 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.

Profile

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.


*The David Brady Award is an internal award honoring David Brady, who lost his life in the World Trade Center attacks of September 11, 2001.  David was a man who exhibited a high standard of excellence and commitment to his clients.  The award is given annually to Wealth Management employees who best demonstrate the spirit of partnership and what it means to go beyond expectations in their dedication and commitment to clients.

*Source: Working Mother/SHOOK Research’s “Top Wealth Advisor Moms” list, published annually Sept - Oct. Rankings based on data as
of Mar 31 of current year.

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.

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

Data provided by SHOOK® Research, LLC. Forbes “Top 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.

*Source: The Forbes “Best-in-State Next-Generation Wealth Advisors” list, published on September 4, 2019. Rankings based on data as of
March 31, 2019.

Forbes “Best-in-State Next-Generation Wealth Advisors” list was developed by SHOOK Research. Advisors considered for this ranking
were born in 1980 or later with a minimum 4 years relevant experience; 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, 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
criteria 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 representative nor indicative of any one client’s experience, future performance, or
investment outcome. 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. 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.

*Source: The Forbes “America’s Top Women Wealth Advisors” list, published annually Feb - April. Rankings based on data as of
June 30 - September 30 of prior year.

Data provided by SHOOK® Research, LLC. Forbes.com America’s Top Women 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. 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.
 

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.

  • LANGUAGES

    English

  • EDUCATION

    Bishop Gorman

    San Diego State

Professional Staff

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.

Additional Resources

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.

Jodi Cody

Wealth Management Lending Officer

Bank of America, N.A.

NMLS #1516670

Valarie Beel

Wealth Management Banking Specialist

Merrill

Past Events

Outlook 2023: Back to the (new) future

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.

    Where do we begin? It starts with you.

    At Merrill Lynch Wealth Management, your financial advisor focuses on the things you care about most- family, goals and priorities - even as they change over the years.

    Understanding Your Life

    Approach

    I begin every relationship with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, I start by listening to learn more about you and your family.

    Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help me get to know you better as an investor and help you refine your investing preferences. Together, I can help customize your investment approach. Using an understanding of your priorities and investment personality as a foundation, I help you access the full breadth of resources from Bank of America’s banking products and services and Merrill’s investment insights to address all aspects of your financial life.

    Capabilities

    My process is designed to help deliver a customized, consistent experience to assist clients not only in wealth accumulation and preservation, but in areas that go beyond investments. My ability to provide access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience and lending solutions of Bank of America offers a way to help clients manage all of the pieces of their financial lives. I view myself as a financial resource, helping clients with potential solutions for transferring wealth to the younger generation.

    Trust and fiduciary services are provided by Bank of America Private Bank, a division of Bank of America, N.A., Member FDIC, and a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”).

    Focus On Individuals, Families and Small Businesses

    I believe that financial success can be achieved when you’re able to make investment-related decisions and trade-offs that can help you reach personally meaningful goals. So whether you’re planning your retirement, saving to buy a home or fund a child’s education, I start by getting to know you and how you feel about the following seven life priorities.

    • Health: Managing healthcare expenses, now and in the future
    • Home: Upsizing, downsizing, remodeling or buying a vacation home
    • Family: Taking care of your family and other people in your life
    • Leisure: Spending your free time in meaningful ways
    • Giving: Volunteering, mentoring others and giving to charities
    • Work: Working in retirement, selling or starting a business
    • Finance: Bringing it all together and defining your financial goals

    This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.

    Your approach to investing

    Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will help us provide you with additional insights and resources.

    Philosophy

    I believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Worried about managing future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? With access to the investment insights of Merrill and the banking convenience of Bank of America, I will work with you to develop an approach designed to help address your financial needs.

    Welcome

    My mission is to understand you and what matters most to you. To take the time, to ask hard, smart questions and to listen carefully, then to understand, in great detail, exactly where your wealth stands today, and where you’d like it to be tomorrow. I help you design and implement a customized wealth management approach that helps you and your family pursue your personal financial goals while helping manage investment risk. My wealth management approach is about using wealth to help turn goals into reality.

    Understanding your goals and priorities

    Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.

    Staying on Track

    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.



    Reviews to help you
    stay on track

    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.



      Changes in your life
      and to your goals

      Your life and goals change. As these changes occur, we can update your approach to reflect them.

      #DigitalMerrill

      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

      You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features

      Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool

        Let’s Have a Conversation

        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.

        Why Merrill?

        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.


        MLBrochure.png        

        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.



        Anthem video thumb.jpg 
        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.

        Personalized advice from a dedicated financial advisor.

        We get to know you and your family, your financial situation and what matters most to you.

        A comprehensive approach, built around your life’s priorities.

        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.

        Adjusting your investment approach as your life and the markets change.

        We will work to help you stay on track, regardless of what the markets are doing.