Jennifer Patterson
With more than 20 years of experience in the financial services industry, Jennifer has enjoyed working with institutional investors in Defined Benefit and Defined Contribution plans, qualified and non-qualified plans, securities lending, performance and risk analytics, plan design, customized communication, and employee education. Her experience allows her to help find potential solutions for complex individual and family dynamics that include wealth accumulation, generational wealth building, retirement planning, income distribution and strategies.
Jennifer utilizes a goals based wealth management process. She listens, assess and evaluates each situation, identifies and prioritizes your various goals, and prepares a wealth management strategy based on your risk tolerance, liquidity needs and time horizon. By creating an individual strategy for you, Jennifer is able to track and measure progress toward each identified goal. She will review your progress and adjust strategy based on changes in your life and/or market events.
Utilizing the power of Merrill’s vast suite of products and services, Jennifer is able to provide access to banking including lending through Bank of America, investments, estate planning services, trusts, and retirement planning to help simplify and solidify your financial picture.
Jennifer is a graduate of Old Dominion University with a Bachelor of Science in Business Administration with a concentration in Finance. In her spare time, she enjoys spending time with her family, crafting, reading, and hiking.
Whether you are in retirement, planning for retirement, saving for your children's education, buying your first home, building wealth and/or looking to grow your wealth, or just need a second opinion, I am interested in working with you.
What can you expect when working together?
- Plan.
Together we will set clear financial goals, determine your risk tolerance, and choose an appropriate asset allocation while keeping in mind your time horizon.
- Patience.
Reduce impulsive decisions based on short-term market movements, by understanding that markets fluctuate and how your goals are impacted.
- Prudence.
Thorough research along with understanding potential risks before committing capital. You will know what you hold and why - and we will review it regularly.
Utilizing the power of Merrill's vast suite of products and services, I am able to provide access to banking including lending through Bank of America, N.A., investments, estate planning services, trusts, and retirement planning to help simplify and solidify your financial picture.
Why work with me?
I have more than 20 years of experience in the financial services industry and have enjoyed working with institutional investors in Defined Benefit and Defined Contribution plans, qualified and non-qualified plans, securities lending, performance and risk analytics, plan design, customized communication, and employee education. My experience allows me to help find solutions for complex individual and family dynamics that include wealth accumulation, generational wealth building, retirement planning, income distribution and wealth strategies.
I am a graduate of Old Dominion University with a Bachelor of Science in Business Administration with a concentration in Finance. I am a seasoned military spouse and enjoy spending time with my family and friends, reading, crafting, and hiking.
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.
