Daniel Odonnell

Jennifer Haggerty is a Private Wealth Advisor with Merrill Lynch Wealth Management and a founding member of the Duckworth Haggerty Group, a team established in 2008 that includes 17 professionals. She specializes in family wealth management strategies, legacy planning, and tax minimization to assist families in navigating the complexities of wealth. With nearly 30 years of experience, Jennifer’s background includes nine years providing financial and tax advisory services at Ernst & Young, as well as four years working in the private trust department of a large commercial bank. She holds a Doctorate from The Dickinson School of Law at Pennsylvania State University and a Bachelor's Degree in Economics from Indiana University of Pennsylvania. Jennifer also holds the Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA) designations. Jennifer is active with the Women's Leadership Council of the United Way of Southwestern Pennsylvania. A native of Pittsburgh, she resides in the South Hills with her husband, Joseph Kunze, who is also a Private Wealth Advisor at Merrill. Together they have five adult children. Her personal interests include hiking, reading, spending time with family, and traveling.

Ryan O'Brien is a Vice President and Financial Consultant at Fidelity Investments. In this role, he works with clients to clarify their financial goals, identify potential risks, and develop plans to help them work toward achieving those goals. He has been with Fidelity Investments since 2006, bringing 19 years of experience to his work with clients.