Jennifer Neal Madsen
Jennifer has dedicated her career to helping individuals, families, and business owners navigate financial complexity with clarity and confidence. Since entering the financial services industry in 2006, she feels that she has built a reputation for providing thoughtful guidance and developing enduring client relationships grounded in trust, responsiveness, and personalized service.
Working closely with clients and their trusted professionals, including CPAs and estate planning attorneys, she helps coordinate strategies designed to support long-term financial success.
Jennifer joined Merrill Lynch Wealth Management in 2013 after previously serving clients at Citigroup Smith Barney and Wells Fargo Advisors. Throughout her career, she has remained committed to helping clients simplify complexity, make informed decisions, and prepare for the future with confidence.
Her dedication to professional excellence and client service has earned recognition from Forbes for several years, including being named most recently to the 2026 America's Top Women Wealth Advisors Best-in-State (Published annually in February. Rankings based on data as of June 30 – Sept 30 of prior year), 2026 Best-in-State Wealth Advisors (Published annually Jan – April. Rankings based on data as of June 30 of prior year), and 2026 Best-in-State Wealth Management Teams lists (Published annually in January. Rankings based on data as of March 31 of prior year).
Away from the office, Jennifer enjoys spending time with her family, reading, serving others, and exploring the outdoors. She and her husband reside in Washington, Utah, with their four children.
Taxes can have a meaningful impact on long-term wealth. By incorporating tax-aware planning and collaborating with clients' CPAs and tax professionals, Jennifer helps identify opportunities designed to improve efficiency and enhance after-tax outcomes. Her goal is to help clients make informed decisions with a clear understanding of how taxes may affect their overall financial strategy.
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.
