Jennifer Gates
Advisor at Merrill
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Jennifer Gates is a Wealth Management Advisor at Merrill Lynch Wealth Management, where she focuses on assisting high net worth families in achieving their financial objectives. She leverages the resources of Merrill Lynch and the banking services of Bank of America to provide tailored investment and banking solutions aligned with clients' risk tolerance, time horizon, liquidity needs, and overall investment goals.
Jennifer has been active in the investing industry on the Gulf Coast since 2007. Her expertise encompasses family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, women and wealth, and retirement income. She holds multiple professional designations including Certified Divorce Financial Analyst (CDFA), CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA).
She earned a bachelor's degree from the University of Southern Mississippi and a master's degree from the College for Financial Planning. Jennifer is involved in several community organizations including Catholic Charities of South Mississippi, First Methodist Church Long Beach, and has served as past president of the Kiwanis International Club. Outside of work, she enjoys reading, running, yoga, and spending time with her husband and two children.
Client services
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Expertise
Wealth management
Private / alternative investments
General retirement planning
Retirement income strategy
General estate planning guidance
Demographic focus
Women Professionals
Work history
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
2016 - Present (10 years)
BANK of AMERICA, N.A.
2016 - Present (10 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
Samuel R
Verified by Warmer
Series 63, Series 65
Diberville, MS
Voyage Wealth Management, LLC
Tricia K
CFP®, CPA
Gulfport, MS
Inspired Financial Planners
Inspired Financial Planners is a virtual, fee-only financial planning firm in Gulfport, MS and Flat Rock, NC. We serve clients from Gen Z all the way through retirees. While we have clients in any stage of life, Tricia specializes in working with professionals with families, advising employer-sponsored retirement plans, and individuals that have inherited wealth. Tricia earned her chops as an intern at a large brokerage firm, mutual funds specialist, paraplanner, portfolio manager, and retirement plan consultant, before partnering with Germaine Weldon in 2019 to co-found Inspired Financial Planners. She is a Certified Financial Planner™ practitioner, a Certified Public Accountant, a Certified Student Loan Professional, and a Ramsey Solutions Master Financial Coach. Her greatest passion is helping young families advance toward financial independence and meeting their life goals. On the personal front, Tricia and her husband Nick find life balance by hiking, running, scuba diving, and chasing their toddlers. They welcomed their third daughter to the world in 2021.
Wendy R
ChFC®, Series 66
Gulfport, MS
Edward Jones
Mark H
Series 66
Gulfport, MS
Edward Jones
Terry C
Series 63, Series 66
Gulfport, MS
Edward Jones
Andre' G
Series 66
Biloxi, MS
Edward Jones
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