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.
Jennifer joined Merrill Lynch Wealth Management in 1997. As a Merrill Financial Advisor Jennifer works with families, individual investors & business owners by helping her clients design a road map to realizing their financial goals and implements the strategies necessary to achieve them. She works closely with her clients, tracking the progress towards their goals and meets with them regularly to make adjustments to their individually designed strategies as needed. Jennifer believes in incorporating her clients other professional advisors, such as their attorneys & CPAs, into the planning process in order to create a more goals based and efficient investment strategy and also to better understand every aspect of her client’s financial picture and long term planning needs and wealth transfer desires.
Additionally, Jennifer believes that each client presents their own unique set of goals and challenges and she enjoys taking the time to really get to know each one of her clients personally. Working with a team of specialists, Jennifer works with her clients in all aspects of the goals based planning approach whether it is investments, asset allocation, saving for college, purchasing a first or second home, planning for retirement, estate planning services & philanthropy. She holds the Chartered Retirement Planning Counselor (CRPC®) designation and the Accredited Domestic Partnership Advisor (ADPA®) Designation.
Jennifer lives in her hometown of Pompton Lakes, NJ, where she also sits as an elected Councilwoman. She is the proud mother of two beautiful children, Paige and John Michael. She enjoys skeet shooting, cooking, traveling, water sports, boating and spending summer days on Greenwood Lake.
Community involvement is an integral part of how Jennifer interacts with clients and communities. She is enthusiastically involved with volunteering and fundraising for Bergen County Habitat For Humanity, an active member in her Rotary Club as well as various other organizations throughout New Jersey.
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.
Employee Benefits Specialist
Bank of America, N.A.
Wealth Management Lending Officer
Bank of America, N.A.
Alternative Investments Regional Specialist
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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We will work to help you stay on track, regardless of what the markets are doing.
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