Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Jeremy Lansat began his career in the financial services industry in 2000 at the World Trade Center in New York City. His focus is on developing strategies for high-net-worth individuals, their families and their businesses, to help them pursue their short- and long-term financial wealth management goals.
Jeremy is committed to providing clients with the highest-level of personal service, attention to detail and follow-up. He believes that when you have a sense of comfort and confidence about the advisors and associates with whom you work, he can do a better job of helping you identify, prioritize and address the your goals and financial issues. And his advice and guidance goes beyond investments. His ability to draw from industry-leading specialists and global research and resources — and with access to cash management, credit and borrowing from Bank of America, N.A. —he has the tools to help address the various aspects of your financial life.
Jeremy works within a customized, goals-based system that begins with the belief that each client is unique, and that his wealth management strategies need to reflect each client’s individual objectives, no matter how large or small.
Jeremy earned his B.S. degree in Business Administration and Finance from Florida State University. He subsequently completed a M.B.A. with a concentration in Finance from Palm Beach Atlantic University.
While at Florida State University, Jeremy met his wife Deanne. They now live in Palm Beach Gardens, Florida with their son, two daughters and their 2 dogs Winston and Cookie. 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 great food and wine with friends.
Jeremy holds FINRA series 7, 63, & 65 registrations as well as the Life Insurance and Variable Annuity license 2-14
*Neither Merrill Lynch nor any of its affiliates or financial advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Florida State University, Bachelor of Science in Business Administration and Finance
Palm Beach Atlantic University, M.B.A. with a concentration in Finance
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We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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 you stay on track to 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.
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*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. Merrill Lynch Wealth Management 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.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management 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.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, 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.