Jennifer Polidori
,
Vice President, Senior Financial Advisor
NMLS #1172435
1700 Route 23
Wayne, NJ 07470
973.305.3825
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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. Accessible, knowledgeable and experienced, she is committed to building and maintaining strong client relationships. Jennifer is passionate about what she does and brings that passion to helping every client make what may be the most important financial decisions of their lives.
Profile

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 and the Accredited Domestic Partnership Advisor, ADPA designation.

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 

Meet Our Professional Staff
Michael J Principe
Wealth Management Client Associate
973.305.3850
Thomas A. McCullum
Registered Wealth Management Client Associate
201.967.4826
Jeannell Carpio
Wealth Management Client Associate
201.967.4824
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Tricia Kropp
Wealth Strategies Advisor
Bank of America, N.A.
Giancarlo Barone
Alternative Investments Regional Specialist
Bank of America, N.A.
John Keller
Regional Lending Specialist
Bank of America, N.A.
NMLS #35152
Friday, March 15th 2024| 2:00 PM EST
Women’s superpower: Investing

Please mark your calendar for our first #WomenInvested Meet Up, Women's superpower: Investing, premiering March 15 at 2 p.m. ET, and available for viewing on-demand.

In this engaging conversation, our experts will cut through the jargon, offering useful tips and insights to help you build a more secure financial future.

Topics explored:

  • Ways to preserve and grow your wealth
  • How to build a portfolio that aligns with your goals
  • Using your risk tolerance to make better-informed investing choices

Visit our webcast page to learn more about the program and set a calendar reminder. It's sure to be an informative discussion that you won't want to miss.

About Merrill

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.

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Accredited Domestic Partnership Advisor™, ADPA™, and the ADPA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Jennifer Polidori is registered to do business in CA, FL, GA, MA, NC, NH, NJ, NY, PA, SC, VT.