Planning for healthcare expenses now and in the future
- Long-term Care Insurance3
- Health Savings Account2
- Disability Insurance3
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 specialists and global research and resources from Merrill— 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. 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
*Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. BofA Global Research is equity research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofA Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.
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
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, 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.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address 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 approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
We will work to help you stay on track, regardless of what the markets are doing.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.