Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Jennifer joined Merrill Lynch in 1997. As a Merrill Lynch 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, monitoring 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 Pompton Lakes, NJ with her two children Paige and John Michael. She enjoys competitive skeet shooting, cooking, traveling, water sports 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 organizations such as Bergen County Habitat For Humanity and other volunteer work.
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Supported by the global resources of Merrill Lynch, 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 Financial Advisor if you have questions about how a specialist might be able to assist you.
Wealth Management Lending Officer NMLS # 644443
We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, 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.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to 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 financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy 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.