Merrill Lynch Financial Advisor Janine Olson Wellesley, MA 02481

Merrill Lynch Financial Advisor Janine Olson, located in Wellesley, Massachusetts, United States, has been in the finance industry for 29 years, with 13 years of experience as a financial advisor. Janine focuses on creating planning strategies to help clients and their families navigate through the various stages of their financial lives. She holds a CERTIFIED FINANCIAL PLANNER (CFP) certification, a Certified Divorce Financial Analyst (CDFA) designation, and a Masters of Science in Finance (MSF) degree from Northeastern University. Janine is dedicated to educating and empowering clients, working strategically with them and their other advisors to craft and manage their financial plans. With a strong commitment to community service, Janine actively volunteers with organizations in her community.

At Merrill Lynch Wealth Management, Janine prioritizes understanding her clients' goals, priorities, and aspirations, and works with them to develop personalized financial plans to help achieve these goals. By utilizing the Investment Personality Assessment, Janine gains a deeper understanding of her clients' investing preferences, allowing her to customize their financial approach accordingly. She believes in regularly reviewing and updating financial approaches to reflect changes in clients' lives and goals.

Janine's mission is to help clients pursue their financial goals while managing investment risk, focusing on potential solutions that can turn goals into reality. By working closely with clients and providing comprehensive financial solutions, Janine aims to help clients stay on track to achieve what matters most to them. As a Merrill Lynch Wealth Management Advisor, Janine offers personalized investment strategies and access to banking solutions from Bank of America. With a commitment to putting clients first and providing dedicated one-on-one relationships, Janine strives to help clients live their best financial lives.