Jennifer Mains,
First Vice President, Wealth Management AdvisorNMLS #535464
Jennifer Mains joined Merrill in 1995 and has been a financial advisor since 2002. She is part of The Briggs Group, which also includes financial advisors Steven Briggs and Alex Wint, Senior Consultant Barry Barber and wealth management client associate Erica Fox. Her focus is on goals based planning and developing strategies for high-net-worth individuals, their families and their businesses to help them meet their short-and long-term financial goals.
Her approach to wealth management is consultative and objective, and she is committed to providing excellent service. First, she takes the time to listen to and review client financial situations, preferences and goals. Then, she offers recommendations for asset allocations designed to accurately reflect each client's income and growth expectations as well as time horizon, risk tolerance and liquidity needs while also taking into consideration costs.
Finally, she follows up with regular reviews to help track your progress toward reaching your goals and keep your strategies consistent with any changes that may take place in your life. Jennifer draws upon the breadth of Merrill Lynch Wealth Management, leveraging resources including Estate, Trust, and Banking Specialists to connect all the pieces of your financial life.
Jennifer holds her Series 7, Series 66 FINRA registrations and Accident, Life & Health Insurance licenses. She has earned the Chartered Retirement Planning CounselorSM designation, awarded by the College for Financial Planning Institutes Corp. She is a 1993 graduate of Michigan State University, with a B.S. in Public Resources Management. She is an active member at the Detroit Athletic Club. She and her husband, Bill, reside in Waterford, Michigan, with their two children.
Jennifer Mains and The Briggs Group are based in the Bloomfield Hills Merrill office and stand ready to serve you and your family's financial needs in today's challenging environment.
*Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.
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.
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.
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.
