The Jennings Wohl Group brings decades of experience to their holistic review of your situation, offering a strategy that puts you, rather than the market, at the center of the planning process. Offering access to the global investing capabilities of Merrill and banking solutions from Bank of America, the team can assist you in identifying and prioritizing personal goals. That might include planning for and funding your children’s or grandchildren’s educations, helping ensure that income lasts in retirement, covering potential health care costs, and preserving wealth. We then help to develop a personalized financial strategy aligned with your goals.
The Jennings Wohl Group
Headquartered in Farmington Hills, Michigan, The Jennings Wohl Group works with a select group of accomplished clients, streamlining the complexities that significant wealth can entail. The team advises clients throughout the United States, assisting multiple generations in growing, preserving and transferring wealth effectively. Keenly attuned to each client's unique priorities and aspirations, the team's advisors begin each relationship by distilling a family's intent for its wealth, grounding its work in that singular vision. They then design and implement highly tailored programs that leverage the team's distinctive skills and strengths, helping families realize their deeply-held goals.
Team founders Jennifer Jennings and Donny Wohl have spent their careers focused on the unique needs of families, providing them with insight into the opportunities and challenges that arise. The team advises a number of entrepreneurs, business owners and other professionals, advancing a holistic approach that smooths the intersection of personal and professional wealth. Adept in analyzing both sides of a client's balance sheet, the team seeks to capitalize on efficiencies and remedy gaps, integrating the extensive resources of Merrill and the banking convenience of Bank of America. Clients look to the team for timely information and in-depth analysis during critical crossroads in their financial lives. Moreover, the team helps to advance cohesive strategy and tactics across a client's professional network. Working in concert with a client's external tax and legal advisors, the team advances sound communication, timely collaboration and unified strategy. As advisors to an intimate circle, Jennifer and Donny also help discern and share best practices, enabling clients to benefit from the first-hand experiences of like-minded peers.
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.