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 has a deep commitment to her work throughout the years and is honored to be recognized by Forbes:* Named to the Forbes “America’s Top Women Wealth Advisors Best-in-State” list in 2022, 2023 & 2024 (Published annually in February. Rankings based on data as of Sept 30 of prior year.)* Named to the Forbes "Best-in-State Wealth Management Teams" list in 2023 & 2024 (Published annually in January. Rankings based on data as of March 31 of prior year)* Named to the Forbes "Best-in-State Wealth Advisors" list in 2023 & 2024 (Published annually in April. Rankings based on data as of June 30 of prior year)Jennifer presently serves as the Vice President Chair for 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.Forbes “Best-in-State Wealth Management Teams” list. Opinions provided by SHOOK Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm 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 because client objectives and risk tolerance vary). 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 not an endorsement of the advisor. Compensation was not received from anyone for the rankings 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 “Best-in-State 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. 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.