Jennifer Shydler

Jennifer Shydler is a Senior Vice President, a Wealth Management Advisor, and the founder of the Shydler Wealth Management Group at Merrill. Jennifer looks to create lasting value in clients’ financial lives, helping people resolve issues, uncover possible efficiencies, weigh important decisions, and plan for the future. She brings high expectations to her own work and that of her team, fostering an environment that demonstrates each client’s importance through her care, customization, and attentiveness.

Jennifer has earned a number of national accolades for her work, recognition that she believes reflects the caliber and contributions of her team and the clients they are proud to serve:

·         Forbes “America’s Top Women Wealth Advisors,” 2020-2021 (Published annually Feb – April. Rankings based on data as of June 30 –
September 30 of prior year) and Forbes "America's Top Women Wealth Advisors Best-in State" for 2022-2025 (Published annually in February. Rankings based on data as of Sept 30 of prior year).

·         Forbes “Best-in-State Next-Generation Wealth Advisors,” 2019 (Published on September 4, 2019. Rankings based on data as of March 31, 2019)

·         Forbes “America’s Top Next Generation Wealth Advisors,” 2017-2018 (Published annually July – Sept. Rankings based on data as of March 31 of current year)

·         Working Mother, “Top Wealth Adviser Moms,” 2018-2021 (Published annually Sept – Oct. Rankings based on data as of Mar 31 of current year)

Jennifer was also recognized with one of Merrill’s most esteemed honors in 2019, the David Brady Award, named for a Merrill employee who lost his life in the World Trade Center attacks of September 11, 2001. The award is given annually to the employee who best exemplifies exceptional commitment to her clients, her team, and the firm.

Clients from varied paths look to Jennifer for assistance. Some are medical professionals who appreciate the time that she creates in their schedules by simplifying the intersection of their personal and professional wealth. Other clients include retirees, women, and widows, who sense Jennifer’s genuine interest in helping them organize their wealth, reduce stress, and grow in confidence as decision makers. Still others include investors who have traditionally managed their own portfolios, but who recognize value in having a trustworthy resource for the years that lie ahead, either to reduce their own time commitments or to nurture a reliable relationship for their loved ones. Finally, nonprofit institutions engage Jennifer’s assistance to support their obligations concerning fiduciary asset management.

Jennifer has significant tenure with the firm—a continuity that helps her connect clients to impactful capabilities, enterprise wide. She began her career with Bank of America in 1999 and has served as a Financial Advisor with Merrill since 2008. Committed to professional excellence, she holds the CERTIFIED FINANCIAL PLANNER^® certification awarded by the Certified Financial Planner Board of Standards, Inc. Jennifer has also earned the Chartered Retirement Planning Counselor^TM and the Certified Plan Fiduciary Advisor^® designations. Within the firm, she is also a Retirement Accredited Financial Advisor. She earned her B.S. in Finance with distinction in Financial Services, Cum Laude, from San Diego State University.

Very active in her community, Jennifer has served as a “Big Sister” for more than 17 years. She also is the Treasurer on the Executive Board of the Tyler Robinson Foundation, a nonprofit organization that supports pediatric cancer patients and their families. Eager to give back, she also volunteers with the Three Square Food Bank and has taught a wealth planning course for the UNLV Women’s Research Institute.

A fifth-generation Las Vegan, Jennifer is proud to have put down roots in her home city. She loves spending time with her young son, Andy, who keeps her active, busy, and very happy. In her free moments, Jennifer loves listening to live music, hosting friends at her home, crafting, and traveling. She welcomes the opportunity to trade ideas on new travel destinations and share some of her own favorites—New York City, Maui, and Pacific Beach/San Diego.
*Bank of America Corporation’s David Brady Community Service Award is named for David Brady, a Merrill financial advisor who died in the terrorist attacks of September 11, 2001. He was highly respected for putting the client first and giving back to his community. The award that bears his name was created in 2007 and seeks to honor individuals within Bank of America Corporation Global Wealth & Investment Management who continue to emulate David’s ethos.

*Forbes | SHOOK® “America’s Top Next-Gen Wealth Advisors” list. Opinions provided by SHOOK® Research, LLC considered advisors born in 1987 or later with a minimum 4 years as an advisor. Advisors have built their practices, lead their own teams, joined teams, are considered future leaders, or combinations thereof. Ranking is based on in-person and telephone due-diligence meetings that measure best practices, client retention, industry experience, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). SHOOK’s rankings do not reflect all client experiences, endorse any advisor, indicate future performance and are available for client evaluation only. Compensation was not received from anyone for the study. Past performance is no guarantee of future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.

*2019 Forbes “Top Next-Generation Wealth Advisors Best-in-State” list. Opinions provided by SHOOK® Research, LLC considered advisors born in 1980 or later with a minimum 4 years as an advisor. Advisors have built their practices, lead their own teams, joined teams, are considered future leaders, or combinations thereof. Ranking is based on in-person and telephone due-diligence meetings that measure best practices, client retention, industry experience, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). SHOOK’s rankings do not reflect all client experiences, endorse any advisor, indicate future performance and are available for client evaluation only. Compensation was not received from anyone for the study. Past performance is no guarantee of future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.

*Forbes “America’s Top Women 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 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 “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.

*Working Mother/SHOOK Research’s “Top Wealth Advisor Moms” list. Opinions provided by SHOOK® Research, LLC considered women advisors with children living at home under 21 years of age and is based on telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. 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 do not guarantee investment success or higher level of performance results and not an endorsement of the advisor and should not be considered an endorsement of the advisor. Compensation was not received from anyone for the study. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.