Jennifer N. Wanchisn, CFP^®

Private Wealth Analyst-Relationship Management

Jennifer's colleagues describe her as a person with exceptional detail-management skills and sensitivity to client needs. Focusing on client care/relationship service, Jennifer enjoys developing personal relationships with clients and their families. Jennifer makes it a priority to stay in direct and frequent communication with clients and their other professional advisors, including attorneys, CPAS and family offices. She is the driving force behind the client experience, handling the administrative duties associated with clients’ banking needs, client reviews, cash management, liability management, and estate planning services.

Jennifer joined Merrill Lynch in 2011 with more than a decade of client relations experience, including five years with investment firms. She holds the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc. Jennifer earned a bachelor’s degree in marketing at Indiana University of Pennsylvania.