Women’s superpower: Investing

Watch our experts share ways to tap into your ability to build a more secure financial future.

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Insights, observations, and ideas to help you in your pursuit of your financial goals.

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Merrill Personal Wealth Analysis® can help us build and document your personalized plan, centered on your goals and focused on what you want to achieve.

Recognition

Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.

Richard A Jones

Forbes “Best-in-State Wealth Management Teams” 2024
Published on January 12, 2024. Rankings based on data as of March 31, 2023.*

Forbes "Best-in-State Wealth Advisors" 2020, 2021, 2022, and 2023
Published annually Jan- April. Rankings based on data as of June 30 of prior year.

Meet the Team

Supported by the global resources of Merrill, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.

Additional Resources

The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.

Jennifer E Shen

Senior Wealth Management Lending Officer

Bank of America, N.A.

NMLS #637471

Daniel Rouhi

Wealth Management Banking Specialist

Merrill

Where do we begin? It starts with you.

At Merrill Lynch Wealth Management, your financial advisor focuses on the things you care about most- family, goals and priorities - even as they change over the years.

Understanding Your Life

Introduction

At the Jones Fletcher Group, we provide comprehensive wealth management services to clients and their families. Our team is committed to looking beyond your assets in order to understand the opportunities and aspirations they represent for your family. Supported by the investing insights and global resources of Merrill and the banking convenience of Bank of America, our team uses our depth of experience to develop a customized wealth management strategy designed to keep you on track toward your goals.

We take a “family tree” approach to working with our clients, meaning that we embrace each generation of your family as you work toward your unique financial objectives—from teenagers opening their first accounts, to young couples growing their families, to career professionals preparing for retirement, to grandparents enjoying the rewards of a productive life.

We have adopted a straightforward approach to asset allocation: when your portfolio’s allocations begin to drift away from your initial target—due to market movements and their subsequent effect on your assets—we proactively rebalance your portfolio to realign your allocations with your original strategy.

Some financial advisors rebalance assets by the calendar—for example, on a quarterly basis. But during a volatile market, your allocations can shift significantly in just a few months or even weeks. We’ve found that our systematic approach works well in periods of market fluctuation, because it helps ensure that your portfolio never strays very far from its initial allocation, which was customized specifically to your personal wealth objectives.

Philosophy

Before we invest your assets, we learn about your current financial situation and your goals, values, challenges and priorities for the future. Then, we use this information to develop an asset allocation strategy designed to position you to meet your goals while taking on the least amount of risk.

Capabilities
Our clients tell us that we bring an exceptional level of care and concern to every client relationship. From our CERTIFIED FINANCIAL PLANNER™ professionals to our dedicated support team, we share a commitment to helping you achieve your goals with a personalized, flexible and seamless experience.  

Focus on Individuals and Families
We have found that when we work with multiple generations within a family, we can better anticipate the responsibilities and challenges that may lie ahead for each of you. Therefore, we can be better prepared to help meet your needs at every life stage and coordinate each element of your financial life more effectively.

Approach

Every relationship begins with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, we start by listening to learn more about you and your family.

Your approach to investing

Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will help us provide you with additional insights and resources.

Understanding your goals and priorities

Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.

Staying on Track

We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.



Reviews to help you
stay on track

We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.



    Changes in your life
    and to your goals

    Your life and goals change. As these changes occur, we can update your approach to reflect them.

    #DigitalMerrill

    MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.

    Your advisor is a click away within our site or mobile apps

    You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features

    Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool

      Let’s Have a Conversation

      Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together we can help you create a financial approach that reflects your personality. Only then can we offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.

      Why Merrill?

      As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.


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      We put you first, every day.
      Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.

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      Transcript of Video 

      No question too big or moment too small
      For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.


      The Power of the Right Advisor®
      Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.

      Personalized advice from a dedicated financial advisor.

      We get to know you and your family, your financial situation and what matters most to you.

      A comprehensive approach, built around your life’s priorities.

      Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.

      Adjusting your investment approach as your life and the markets change.

      We will work to help you stay on track, regardless of what the markets are doing.