Jennifer Roneker

Advisor at Merrill

Updated today
Merrill logo

Firm

Merrill

Location

Canton, OH 44718

Credentials

Series 66

Industry experience

25 years

About

Jennifer Roneker is a Financial Advisor with Merrill Lynch Wealth Management. She specializes in areas including college education planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, and retirement income.

Jennifer holds a Bachelor's Degree from Kent State University and has earned the Personal Investment Advisor (PIA) designation. Drawing on personal experience from her family's background in blue collar work, she is dedicated to helping clients ensure their money works effectively to support their retirement goals.

Outside of her professional role, Jennifer enjoys reading, traveling, and spending time with her family.

Expertise

General retirement planning Retirement income strategy College savings (529s, UTMA, etc.) Wealth management

Demographic focus

Women Professionals Women's Finance

Work history

Bank Of America, N.A.

2023 - Present (3 years)

Merrill Lynch, Pierce, Fenner & Smith Incorporated

2023 - Present (3 years)

Citizens Securities, Inc.

2020 - 2023 (3 years)

Morgan Stanley

2013 - 2020 (7 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

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