Saint George, UT Office

Jennifer Madsen is a Senior Vice President and Wealth Management Advisor at Merrill Lynch Wealth Management. She began her career in the financial services industry in 2006 with Citigroup Smith Barney and has since held positions at Wells Fargo Advisors before joining Merrill Lynch in 2013. Jennifer manages personalized and defined investment strategies, including individual stocks and third-party portfolios, and focuses on developing financial plans that align with clients' long-term goals. Her expertise encompasses investment selection and research, retirement income planning, tax minimization strategies, liability management, Medicare and social security guidance, wealth transfer, and estate preparation. Jennifer's professional designations include Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Certified Plan Fiduciary Advisor (CPFA), Certified Exit Planning Advisor (CEPA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She holds a Bachelor's Degree from Arizona State University. Jennifer has been recognized by Forbes in their "America's Top Women Wealth Advisors Best-in-State" list from 2022 through 2026 and the "Best-in-State Wealth Management Teams" list from 2023 through 2026. She formerly served as Vice President Chair of the Root for Kids Board and continues to volunteer in the community. Jennifer resides in Washington, UT with her husband and four children and enjoys outdoor activities, reading, and spending time with her family.

Brendon Sorenson is a Wealth Management Advisor based in St. George, Utah. He obtained a bachelor's degree from Dixie State College and holds the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations. Brendon has experience working with Merrill Lynch Wealth Management. His expertise includes investment management, retirement planning, college education planning, divorce transition planning, family wealth management strategies, legacy planning, and philanthropic planning. Brendon emphasizes a personalized approach to financial planning, focusing on transparency and trust to help clients achieve their long-term goals. Originally from Aurora, Utah, Brendon lives in St. George with his wife Macady and their two children. Outside of his professional work, he enjoys activities such as dirt biking, boating, hunting, camping, fishing, football, hiking, horseback riding, ice skating, and scuba diving.

Nicholas Olsen is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on helping clients manage their wealth through personalized financial strategies that align with their most important goals. His areas of expertise include college education planning, family wealth management strategies, legacy planning, retirement income, and portfolio management services among others. Nicholas holds a Bachelor's Degree from Western Governors University and has earned professional designations such as Accredited Asset Management Specialist (AAMS) and Personal Investment Advisor (PIA). He also attended the University of Phoenix and completed his high school diploma at Highland High School. Outside of his professional work, Nicholas engages in community involvement with organizations like Pivotal Solutions: Empowering People Through Life Changes. His personal interests include baseball, biking, camping, football, golfing, hiking, reading, traveling, yoga, and spending time with his family.

Justin Bandley is a Senior Resident Director and Wealth Management Advisor at Merrill Lynch, serving the St. George office since 1997. In his dual role, he focuses on building long-term relationships with clients, many of whom he has advised for over two decades. Justin works closely with retirees, business executives, and professionals to develop personalized financial strategies, emphasizing retirement income planning and actively managed investment portfolios aligned with clients’ unique goals. His areas of expertise include family wealth management strategies, personal retirement planning, portfolio management services, and retirement income. Justin holds the Personal Investment Advisor (PIA) designation and earned a High School Diploma from Pine View High School. He lives in St. George with his wife, Sonya, and they have three adult children. Outside of work, Justin is an endurance sports competitor who participates in multiple IRONMAN triathlons and running races annually.