Jennifer joined Merrill Lynch Wealth Management in 1997. As a Merrill Financial Advisor Jennifer works with families, individual investors & business owners by helping her clients design a road map to realizing their financial goals and implements the strategies necessary to achieve them. She works closely with her clients, tracking the progress towards their goals and meets with them regularly to make adjustments to their individually designed strategies as needed. Jennifer believes in incorporating her clients other professional advisors, such as their attorneys & CPAs, into the planning process in order to create a more goals based and efficient strategy and also to better understand every aspect of her client’s financial picture and long term planning needs and wealth transfer desires. Additionally, Jennifer believes that each client presents their own unique set of goals and challenges and she enjoys taking the time to really get to know each one of her clients personally. Working with a team of specialists, Jennifer works with her clients in all aspects of the goals based planning approach whether it is investments, asset allocation, saving for college, purchasing a first or second home, planning for retirement, estate planning services & philanthropy. She holds the Chartered Retirement Planning Counselor™, CRPC™ designation, the Certified Plan Fiduciary Advisor™, and the Accredited Domestic Partnership Advisor™, ADPA™ designations. Jennifer lives in her hometown of Pompton Lakes, NJ, where she also sits as an elected Councilwoman. She is the proud mother of two beautiful children, Paige and John Michael. She enjoys skeet shooting, cooking, traveling, water sports, boating and spending summer days on Greenwood Lake.Community involvement is an integral part of how Jennifer interacts with clients and communities. She is enthusiastically involved with volunteering and fundraising for Bergen County Habitat For Humanity, Homeless Solutions of Morristown, the Local Elks Club, as well as various other organizations throughout New Jersey. *Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.NMLS# 1172435
You live in a world that's constantly changing. Markets can fluctuate frequently. Potential investment opportunities can arise daily. Regulations are enacted or amended. That's why understanding you and your situation is the best place to start helping you plan your financial future: where you are today, where you want to be tomorrow, and what you want to accomplish along the way. By understanding you and your priorities, I can more effectively provide you with the experience and resources needed to help you build a personalized plan that is rooted in the unique complexities of your life.
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.
