Lisa Sigworth

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.