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Top 30 financial advisors of 168 near 15062
Out of 400,000+ nationwide
Lance B
Series 63, Series 66
Bethel Park, PA
Edward Jones
Michael K
Series 66
California, PA
Edward Jones
Chad N
CFP®, Series 66
Charleroi, PA
Edward Jones
Ian M
CFP®, ChFC®, Series 66
Pittsburgh, PA
Edward Jones
Jennifer H
Series 65, Series 66
Venetia, PA
Merrill
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.
Karen I
Series 65
Mcmurray, PA
ILG Private Wealth, Inc.
Gary B
CFP®
Monessen, PA
Boatman Wealth Management, LLC
Guy D
Series 63, Series 65
Venetia, PA
Deemer Wealth Management LLC
Kathi Z
CFP®, Series 66
Bethel Park, PA
Zimmer Financial Planning
Neil M
Series 65
Eighty Four, PA
Trendscast Financial LLC
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Top 30 financial advisors of 168 near 15062
Out of 400,000+ nationwide