Jennifer Bentley brings over 20 years of experience in the financial services industry, with expertise in Wealth Management, Business Banking, International Banking, and Management. Taking a holistic and mindful approach, she emphasizes the importance of understanding a client’s full financial picture, integrating strategic planning with personalized wealth management solutions.
Passionate about helping clients build and preserve their legacy, Jennifer develops flexible strategies designed to adapt to evolving market conditions while supporting long-term financial goals. Committed to the Merrill tradition of community engagement, she is also deeply involved in volunteering, reinforcing her dedication to service both in finance and the broader 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.
