Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
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 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.
Alternative Investments Regional Specialist
Bank of America, N.A.
Retirement Specialist
Bank of America, N.A.
Wealth Strategies Advisor
Bank of America, N.A.
March 15th, 2024|2:00 PM EST
Please mark your calendar for our first #WomenInvested Meet Up, Women’s superpower: Investing, premiering March 15 at 2 p.m. ET, and available for viewing on-demand.
In this engaging conversation, our experts will cut through the jargon, offering useful tips and insights to help you build a more secure financial future.
Topics explored:
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.
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
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.
The Power of the Right Advisor®
Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.
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