Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Jeremy is dedicated to providing clients with an individually tailored approach to investing. Jeremy assists a select group of affluent clients with investment tax, estate planning services and wealth transfer strategies. Drawing on his experience and Merrill Lynch's global resources, Jeremy develops personalized strategies to address the complex needs of individuals with substantial wealth. Together with specialists in different areas, Jeremy offers clients a range of services including portfolio management; stock option analysis and retirement planning; life insurance analysis and funding; and a full complement of wealth preservation and transfer services.
Using data-driven analysis, historical data and Merrill Lynch's proprietary research, Jeremy creates customized investment strategies that are designed to help meet client expectations and long-term goals. His goal is to help clients balance risk so that they can enjoy consistent returns while limiting the kind of volatility that can sometimes make investing an anxious experience.
Jeremy works closely with clients' other family advisors, including attorneys and accountants, to focus on clients' total wealth management needs. He has been with Merrill Lynch since 2005.
Jeremy graduated from Queens College where he earned a B.A. in Economics. He lives in Chandler,AZ with his wife and three children.
Registered Client Associate
Jack is a Registered Client Associate with 10 years of experience in the financial services industry. Often the first point contact, Jack is a highly regarded professional with an exceptional client service skill set. He places a high emphasis on client satisfaction and is dedicated to proactively meeting clients' administrative needs while building deep relationships. Jack enjoys all outdoor activities, especially hiking and fishing.
Community involvement is an integral part of how I interact with clients and communities. I am enthusiastically involved with volunteering and fundraising for organizations such as USA Swimming and other volunteer work.
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The following specialists do not make securities recommendations. Please contact your Financial Advisor if you have questions about how a specialist might be able to assist you.
We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
There is no substitute for a one-on-one relationship with a Merrill Lynch financial advisor committed to your needs – a caring advisor who can leverage the investment insights of Merrill Lynch and access to the banking convenience of Bank of America to help clients face today’s financial and economic landscape. Let’s work together to help you achieve your goals.
As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.