Beth Fizell-Jenkins serves as a Wealth Management Advisor and Vice President at Merrill Lynch Wealth Management, where she leverages her extensive expertise to guide clients through the complexities of wealth management. With a strong focus on Sustainable, Responsible, and Impact (SRI) investing, Beth is dedicated...
Beth Fizell-Jenkins serves as a Wealth Management Advisor and Vice President at Merrill Lynch Wealth Management, where she leverages her extensive expertise to guide clients through the complexities of wealth management. With a strong focus on Sustainable, Responsible, and Impact (SRI) investing, Beth is dedicated to aligning her clients' financial strategies with their personal values and convictions. Her comprehensive approach encompasses a wide range of services, including estate and wealth planning, multi-generational planning, and divorce wealth management, ensuring that each client receives tailored solutions that address their unique circumstances.
In her role, Beth is particularly passionate about LGBT wealth planning and women in transition, recognizing the distinct financial challenges these groups may face. She emphasizes the importance of balancing investment objectives—such as time horizon, liquidity needs, and risk tolerance—with clients' broader goals, including retirement, education funding, philanthropy, and legacy planning. By integrating values-based and ESG investing strategies, she empowers clients to make informed decisions that reflect their ethical beliefs while pursuing financial growth.
Beth's commitment to her clients extends beyond traditional wealth management; she actively engages in discussions around family wealth management strategies, helping families navigate the intricacies of wealth transfer and legacy preservation. Her holistic approach not only fosters financial well-being but also cultivates lasting relationships built on trust and mutual understanding. At Merrill Lynch, Beth continues to be a guiding force for her clients, helping them achieve their financial aspirations while staying true to their values.
