Jennifer began her career at Merrill Lynch Wealth Management in 1995 and is currently a Senior Vice President and Wealth Management Advisor in Alpharetta, Georgia. Jennifer is also a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc.
Jennifer serves high net worth individuals and families, successful business owners, and corporate executives in their pursuit of the goals that are most important to them. Her practice is deeply rooted in wealth management planning. With the understanding that all clients are uniquely individual, she customizes portfolio, retirement, tax minimization, wealth transfer and legacy planning strategies to help clients measure progress towards meeting the goals and aspirations that matter the most to them. While Jennifer supports clients in all stages of life, she especially enjoys providing trusted advice and guidance as her clients transition into retirement. In this effort, Jennifer has earned the Certified Plan Fiduciary Advisor™ designation and is a Retirement Benefits Consultant.
Jennifer is a graduate of San Diego State University. She lives in Alpharetta with her husband of over 30 years. In her spare time she enjoys entertaining, traveling and spending time with her three sons and 2 dogs.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
CFP®
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.
