Jennifer Haggerty

Advisor at Merrill

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Credentials

Series 65, Series 66

Merrill logo

Firm

Merrill

Location

Venetia, PA 10036

About

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.

Expertise

Tax-loss harvesting Business exit / sale strategy Business succession planning General estate planning guidance Charitable giving & philanthropy

Demographic focus

Women Professionals

Work history

Bank Of America, Na

2009 - Present (17 years)

Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691

2008 - Present (18 years)

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