As a Merrill Financial Advisor, Jennifer focuses on offering a comprehensive approach to managing wealth that begins with getting to know a client and the client’s family, financial situation and what matters most to them. She then helps them create a customized wealth management approach that can be flexible as their needs and market conditions change. Jennifer provides access to the investment insights of Merrill and banking convenience of Bank of America to help address the various aspects of clients’ financial lives. She is driven by her passion for delivering excellent service and helping clients pursue their goals.
Jennifer is also very passionate about educating and serving women, financially and personally. As a mother of 3, she understands the challenges and concerns other women decision makers face when it comes to building and managing wealth, and balancing life. Her goal is to educate and empower women to become better versions of themselves while making more informed decisions when it comes to managing their finances.
As a native Houstonian, Jennifer is a proud member of the Corral Club with the Houston Livestock Show & Rodeo. She also serves as secretary and board member of The Greater Northside Chamber of Commerce where she founded Women’s Network Alliance. The purpose of Women’s Network Alliance is to connect, grow and support female entrepreneurs in the Greater Northside Community. In her spare time, Jennifer enjoys traveling, volunteering, relaxing at home with her children, watching new movies or binging a Netflix series, and baking for her small mobile bakery business.
As your Merrill advisor, I offer advice and guidance based on your goals and priorities -- for yourself and your family. Our approach to financial planning places you -- not the market -- at the center of our focus. I can help you understand the pros and cons of every potential decision, and help you maintain discipline so you can pursue your most important goals. As your needs or market conditions change, I will continue to collaborate with you and help you organize your financial life so that we can agree upon adjustments to your plan, as needed.
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.