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Jhenae M

Series 66

Marlton, NJ

Citizens Securities, Inc.

Jhenae Martin is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In her role, she collaborates closely with clients to understand their priorities and develop personalized investment strategies aimed at pursuing their financial goals. She provides investment advice tailored to client needs and facilitates access to Bank of America's banking and lending services. Martin’s areas of expertise include general investing, retirement planning, and preparing for unexpected financial events. She emphasizes building relationships to gain a thorough understanding of what matters most to clients and their families, enabling her to offer ongoing advice and guidance as their needs evolve. She holds the Personal Investment Advisor (PIA) designation and completed her high school education at Wolmer's Trust High School for Girls and Ardenne High School.

Wealth management General retirement planning
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