Jennifer Polla
Senior Financial Advisor at Merrill Lynch
Based in New York, United States
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Seniority
Manager
Department
Finance & Accounting
Location
New York
Industry
Financial Services
Company size
35K
Contact information
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j•••••••@ml.com
Phone
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Background
About Jennifer Polla
Jennifer has been in the financial services industry since 1991 and joined Merrill Lynch in 2010. She joined Merrill Lynch so she can offer clients the widest array of financial strategies combined with first class service. Her mission is to help guide clients to financial security while providing them with the personal attention they deserve. Jennifer's approach to wealth management is consultative, objective and committed to excellence. She takes the time to listen and review each client's financial situation, preferences and goals. From that, she makes recommendations that accurately reflect their financial objectives. Jennifer has a B.S. in Business Administration from Syracuse University and holds FINRA Series 7, 6, 63, and 65 registrations and Life & Health licenses. She currently resides in Milford, CT and enjoys skiing, golfing and the arts in her spare time. Chartered Financial Consultant® and the ChFC® are the property of the American College, which reserves the sole rights to its use, and is used by permission. Specialties: Jennifer Polla, ChFC®
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