Jennifer’s extensive studies in wealth management planning has enabled her to have a proactive approach in helping anticipate client financial needs while balancing risk and reward. She takes time to listen and review client financial situations and makes recommendations based on individual goals and values. Jennifer covers a wide range of tactics including investment selection and research, retirement income planning, tax minimization strategies and liability management, Medicare and social security guidance, wealth transfer and estate preparation. She is exceptionally service-oriented, striving to stay in close contact with each client.
Jennifer entered the financial services industry in 2006 with Citigroup Smith Barney. Building upon her experience, she was hired as a Senior Registered Associate by Wells Fargo Advisors in 2010. In 2013, she joined Merrill, where she currently serves her clients as a Senior Vice President, Wealth Management Advisor.
Jennifer previously served on the Root for Kids Board and volunteers in the community regularly. She loves the great outdoors, reading, serving others and spending time with family. Jennifer resides in Washington, UT with her husband and four children.
Jennifer Neal Madsen is a CERTIFIED FINANCIAL PLANNER® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc., she holds the CHARTERED FINANCIAL CONSULTANT®, ChFC® designation, granted by The American College, and the CERTIFIED PLAN FIDUCIARY ADVISOR®, CPFA® credential, presented by the National Association of Plan Advisors. Jennifer is a Portfolio Manager who can help clients pursue their objectives by managing on a discretionary basis her own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies.*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
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.
