Jennifer Jennings

Jennifer Jennings is a Wealth Management Advisor with Merrill. She works closely with each of her clients to identify their needs and aspirations and devise an investment strategy to pursue those unique goals with clarity and purpose. Jennifer is adept in distilling the information that matters to a client and communicating it in a digestible fashion, making conversations that could be overwhelming more than manageable. That penchant for building bridges extends past the individual, as she also enjoys connecting clients to one each other and engaging the wider community through educational seminars and roundtables.  

Jennifer began her financial services career at Merrill in 1996 as a Financial Advisor in San Jose, California. In 2010, she joined J.P. Morgan’s Private Bank in Michigan where she worked closely with high-net-worth individuals and families to address a range of investment, estate, and banking needs. In 2016, she returned to Merrill and has since received many accolades in recent years including Forbes America’s Top Woman Wealth Advisor Best-in-State 2023-2026 (published annually in February. Rankings based on data as of Sept 30 of prior year), Forbes Best in State Wealth Advisor in 2023 and 2025 (published annually Jan - April. Rankings based on data as of June 30 of prior year), as well as and Forbes Best in State Wealth Management Team in 2023-2024 (published annually in January. Rankings based on data as of March 31 of prior year.)

Jennifer is a CERTIFIED FINANCIAL PLANNER® professional with a broad spectrum of knowledge to assist clients across their entire financial lives. She is also a Certified Divorced Financial Analyst® practitioner who uses that expertise to equip women going through divorce with the tools and resources necessary to reach financial confidence and independence. Additionally, she leads the Merrill Global Wealth & Investment Management Women’s Exchange in the Detroit area, a platform bringing the women of Merrill together for networking, mentorship and access to content related to enhancing their careers in financial services.

Jennifer earned her Bachelor of Science degree from Northwestern University in Evanston, Illinois. She was a varsity four-year letter-winner and co-captain her senior year for Northwestern’s Field Hockey Team.

Born and raised in Northern California, Jennifer now resides in Birmingham, MI with her husband David. They have three adult children and one grandchild. She is a currently serving board member for the Judson Center and Childsafe Michigan.

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 the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.

Forbes “Best-in-State Wealth Advisors” 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. Compensation was not received from anyone for the study. Past performance does not guarantee future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.

Forbes “Best-in-State Wealth Management Teams” list. Opinions provided by SHOOK* Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm 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 because client objectives and risk tolerance vary). 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 not an endorsement of the advisor. Compensation was not received from anyone for the rankings study. Past performance does not guarantee future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.