Jessica Sheridan

Registered Client Associate at Merrill Lynch

Greater Boston Area

Summary

Jessica Sheridan is a Registered Client Associate with a solid background in financial services, starting her career at Merrill Lynch in 2007.
Working within the Breemen-McCarthy Group at Merrill Lynch, Jessica excels in simplifying, organizing, and planning clients' financial lives to free up time for pursuing personal passions.
Each client's long-term vision is carefully defined and developed by Jessica, focusing on portfolio structuring, tax minimization, and asset protection for sustainable retirement income and intergenerational wealth transfer.
Jessica Sheridan holds a Bachelor's degree in Business Administration from Framingham State University, complemented by her studies at Silver Lake Regional High School and Bond University.

Tags

financial services financial planning retirement income wealth management asset protection bachelor's in business administration tax minimization

This public profile is provided courtesy of Clay. All information found here is in the public domain.

Contact Us
About

This public profile is provided courtesy of Clay. All information found here is in the public domain.

Contact Us
About