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Cima Jennifer Perkinson Cpwa Cfp

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Cima Jennifer Perkinson Cpwa Cfp

Wealth Management Advisor, Senior Vice President | Merrill Lynch

Rancho Santa Fe, California, United States

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Cima Jennifer Perkinson Cpwa Cfp

Summary

Cima Jennifer Perkinson is a seasoned Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management, where she has made significant contributions since 2006. With a career in advising clients that began in 1996, Jennifer has built a reputation for her expertise in asset management and wealth planning, serving a select clientele that includes families and corporate executives. She holds prestigious certifications such as CIMA and CPWA, and has enhanced her knowledge through executive education at renowned institutions like Wharton and Yale. Beyond her professional commitments, Jennifer is passionate about philanthropy, actively participating in community service and serving on boards that support women's leadership. Residing in Encinitas, California, she balances her professional life with family and personal interests in fitness, gardening, and travel. Her dedication to fostering multigenerational relationships with clients is a hallmark of her career in wealth management.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Sustainability

Innovation

Organisational experience

Corporate Experience

Cima Jennifer Perkinson Cpwa Cfp

Work Experience

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Wealth Management Advisor, Senior Vice President at

Merrill Lynch

November 2009 - Present

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Cima Jennifer Perkinson Cpwa Cfp

Education

BJU, Bachelor's Degree

January 1991 - January 1995

Frequently Asked Questions about Cima Jennifer Perkinson Cpwa Cfp

What is Cima Jennifer Perkinson Cpwa Cfp email address?

Cima Jennifer Perkinson Cpwa Cfp's primary email address is ******************@ml.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Cima Jennifer Perkinson Cpwa Cfp work for?

Cima Jennifer Perkinson Cpwa Cfp is a Wealth Management Advisor, Senior Vice President at Merrill Lynch, a company specializing in Monetary Authorities-Central Bank.

Where Cima Jennifer Perkinson Cpwa Cfp graduated from?

Cima Jennifer Perkinson Cpwa Cfp holds a degree in from BJU.

How can I directly contact Cima Jennifer Perkinson Cpwa Cfp?

To contact Cima Jennifer Perkinson Cpwa Cfp directly, you can use the email address ******************@ml.com. Complete contact information is available upon registration with Muraena.

Who is Cima Jennifer Perkinson Cpwa Cfp?

Cima Jennifer Perkinson is a seasoned Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management, where she has made significant contributions since 2006. With a career in advising clients that began in 1996, Jennifer has built a reputation for her expertise in asset management and wealth planning, serving a select clientele that includes families and corporate executives. She holds prestigious certifications such as CIMA and CPWA, and has enhanced her knowledge through executive education at renowned institutions like Wharton and Yale. Beyond her professional commitments, Jennifer is passionate about philanthropy, actively participating in community service and serving on boards that support women's leadership. Residing in Encinitas, California, she balances her professional life with family and personal interests in fitness, gardening, and travel. Her dedication to fostering multigenerational relationships with clients is a hallmark of her career in wealth management.

Cima`s contact details

mail

******************@ml.com

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