Jeremy began his career in the financial services industry in 2000 at the World Trade Center in New York City. His focus is on developing customized goal-based strategies for high-net-worth individuals, their families and their businesses, to help them achieve their short- and long-term financial wealth management goals with his belief that everyone is unique and deserves a wealth plan that reflects their unique needs and desires.
Jeremy is committed to providing clients with a high level of personal service, attention to detail and follow up. He believes that when clients have a sense of comfort and confidence about the financial advisors and associates with whom they work, he can do a better job of helping them identify, prioritize and address their goals and financial concerns. His advice and guidance go beyond investments. With access to industry-leading specialists and global research and resources—and to cash management, credit and borrowing from City National Bank—he has the tools to help address the various aspects of a client’s financial life.
Jeremy earned his Bachelor of Science degree in business administration and finance from Florida State University. He subsequently completed an MBA with a concentration in finance from Palm Beach Atlantic University.
While at Florida State University, Jeremy met his wife, Deanne. They live in Palm Beach Gardens, Florida with their son, two daughters and their two dogs. Jeremy enjoys sporting events, traveling and making memories with his family. He also enjoys working in his yard, boating and playing golf as well as sampling great food and wine with friends.
Jeremy passed the FINRA Series 7, 63 and 65 exams and holds the life insurance and variable annuity license. He holds the Certified Plan Fiduciary Advisor and Certified Private Wealth Advisor® designations.
