Jennifer began her career at Merrill Lynch Wealth Management working with her family in 1996. Today she is part of a five-person team with another Senior Financial Advisor and three Client Associates. She works with affluent individuals who are interested in the long-term accumulation of wealth, or are already retired and depend upon an income from their assets to maintain their lifestyle.

The cornerstone of her approach is to keep clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach. Once Jennifer learns as much as she possibly can about clients, their assets, liabilities, and how their portfolio is currently structured, she helps them develop thoughtful wealth management strategies that take into consideration the answers to these questions.

Jennifer has a nuanced understanding of the needs of women, many of who will take full responsibility for their finances at some point in their lives—as sole earners, after divorce or as widows. She is experienced in moving, transferring and liquidating assets for separating spouses and provides a level of comfort to help allay their fears during a divorce.

Jennifer also helps clients make a smooth transition from work to retirement by developing strategies to preserve their wealth throughout their retirement and maintain it for their heirs. She is well versed with the intricacies of different withdrawal structures and lump sum distributions from corporate retirement plans.

Jennifer graduated from Ithaca College with a bachelor’s degree in Speech Communication and she holds the Chartered Retirement Planning Counselor^TM (CRPC^TM) designation.
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.