Advisor at Merrill
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Jennifer Veshia is a Financial Advisor with Merrill Lynch Wealth Management. She provides clients with a comprehensive wealth management approach tailored to their unique financial situations, goals, and family dynamics. Jennifer integrates investment insights from Merrill and the banking services of Bank of America to address multiple aspects of clients’ financial lives.
Her expertise covers college education planning, legacy and personal retirement planning, socially responsible and ESG investing, women and wealth, and retirement income strategies. Jennifer assists clients in navigating financial challenges such as funding education, caring for aging parents, retirement planning, and business management, emphasizing clear communication and customized strategies aligned with clients’ priorities and timelines.
Jennifer holds a B.A. from Grinnell College and a J.D. from Boston University School of Law. She has earned the Chartered SRI Counselor (CSRIC) and Personal Investment Advisor (PIA) designations. In addition to her professional work, Jennifer serves as a board member of the Biodynamic Farmland Conservation Trust. She and her husband live in Amherst, where they raised their two adult children. Jennifer’s personal interests include biking, cooking, running, and spending time with her family.
Bank Of America, N.a.
2022 - Present (4 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
2022 - Present (4 years)
Unemployed
2021 - 2021 (1 year)
UMass Hillel
2018 - 2021 (3 years)
Self-Employed
2011 - 2018 (7 years)
CFP®, RICP®
Suffield, CT
North Haven Financial LLC
Retirement Planning is all we do. We specialize in developing custom income solutions and tax strategies for your retirement. We started North Haven Financial because we see a great need to assist people in achieving financial security so they can live their best lives with peace of mind. If you are approaching retirement or have recently retired, the need for a clear financial plan has never been greater. We want to help you achieve confidence and financial security in a way that supports a fulfilling, meaningful life. We do not sell products or make commissions. We offer retirement planning, tax planning, and investment management, focusing on retirement income. - Tax Planning - Health Insurance Planning (Medicare, ACA) - Social Security Claiming Strategies - Proactive Aging & Long-Term Care Planning - Estate Planning - Withdrawal Strategies / Pension Payout Options - Guaranteed Income Strategies - Charitable Giving Check out our services page for more details on how we can help you achieve your retirement aspirations.
CFP®
Suffield, CT
North Haven Financial LLC
Retirement Planning is what we do best. We specialize in developing custom income solutions and tax strategies for your retirement. We started North Haven Financial because we see a great need to help people achieve financial security so they can live their best lives with peace of mind. If you are approaching retirement or have recently retired, the need for a clear financial plan has never been greater. We want to simplify the important decisions you have to make so you can achieve confidence and financial security in a way that supports a fulfilling, meaningful life. We do not sell products or make commissions. We offer retirement planning, tax planning, and investment management, with a focus on retirement income. - Tax Planning - Health Insurance Planning (Medicare, ACA) - Social Security Claiming Strategies - Proactive Aging & Long-Term Care Planning - Estate Planning - Withdrawal Strategies / Pension Payout Options - Guaranteed Income Strategies - Charitable Giving Check out our services page for more details on how we can help you achieve your retirement aspirations.
CFP®, Series 66
East Windsor, CT
Edward Jones
Series 63, Series 65
Enfield, CT
Edward Jones
Series 63, Series 66
Enfield, CT
Edward Jones
Series 66
Enfield, CT
Edward Jones
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