Jennifer Sheridan
Jennifer Sheridan is a Senior Vice President and Wealth Management Advisor at Merrill, where she brings more than 16 years of experience in wealth planning. Recognized by Forbes as one of the Top Women Best-in-State Wealth Advisors in 2023 and 2025 (Published annually in February. Rankings based on data as of Sept 30 of prior year), Jennifer has built her career on empowering women and families to feel confident and in control of their financial futures. With a BS in Finance and a concentration in Investments, she pairs deep technical knowledge with a warm, approachable style.
Jennifer's passion for planning was shaped by a remarkable mentor who guided her throughout her career. Today, she proudly carries the baton forward - continuing a legacy rooted in care, education, and a genuine love for the work.
Beyond her professional world, Jennifer is grounded by a full and joyful life. She is married to her husband, Nick, and together they are raising their daughter, Josie, along with their very opinionated cat, Cecile. Outside the office, you can usually find Jennifer cooking (or experimenting) in the kitchen, trying new restaurants, planning her next trip, or spending time on the golf course - even if, as she likes to admit, golf doesn't always love her back.
Jennifer has an active social life and treasures her close-knit circle of friends. She is also committed to supporting charities and causes that feel personally meaningful, giving back to the communities that have shaped her.
Whether guiding clients through life transitions or helping them design the future they've imagined, Jennifer's mission remains the same: to educate, empower, and walk alongside families with clarity, empathy, and unwavering dedication.
Forbes “Top Women Wealth Advisors Best-in-State” list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor and should not be considered an endorsement of the advisor. Compensation was not received from anyone for the study. Past performance does not guarantee future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
Jennifer's work begins with a simple but powerful principle: you deserve to feel confident and cared for in your financial life. She takes a deeply client-centric approach, starting with genuine conversations to understand your story, your goals, and what financial wellbeing looks like for you. This deeper understanding lays the foundation for a personalized plan that reflects your values and supports your vision for the future.
Her philosophy is about taking it off your plate. Jennifer and her team manage the full scope of your financial life—so you don't have to. From strategy to execution, we're here to help ensure you feel comfort and trust, knowing that experienced professionals are advocating for you every step of the way. Clients often say they feel a sense of relief after that first meeting. That's by design.
Jennifer creates a space where clients feel seen, heard, and supported—no matter their background or life journey. Her practice is rooted in empathy, empowerment, and advocacy, with a commitment to making financial guidance inclusive, accessible, and aligned with what matters most to you.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
