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.

Daniel Lawson is a Senior Financial Advisor at Merrill Lynch Wealth Management. He works with clients to develop personalized wealth management strategies that address their full financial picture and adapt to changing market conditions. His focus areas include college education planning, employee financial health, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Daniel holds a Bachelor's Degree from Siena College and carries the Personal Investment Advisor (PIA) designation. He is involved in professional organizations such as 2Way North Lacrosse Club and Glastonbury High School Mens Lacrosse, and he volunteers with the Hillcrest Area Neighborhood Outreach Center. Outside of work, Daniel enjoys cooking, football, golfing, ice hockey, skiing, spending time with his family, and watching movies.