Brian has been with Bank of America / Merrill since June of 2000.  Starting his career in Charlotte, NC and later moving to South Florida, Brian found his way to Vero Beach where he currently resides with his fiancée, Mary, and his two children, Savannah and Sawyer.

To begin at the core, Brian has worked diligently over the years to build a team that upholds the Merrill Lynch Wealth Management core values.  Growing to a team of ten professionals who assist Brian as he serves a limited number of families, the team understands responsiveness and diligently works to deliver unparalleled service.  The team focuses on a goals-based wealth management approach in which they devise custom plans for the families they serve.  They coach multiple generations of families through the family dynamics of wealth preservation and succession planning.   

By employing their approach, Brian has successfully lead the team and been named to the following lists:

On Wall Street “Top 40 Advisors Under 40” in 2018*
Published on January 16, 2018. Rankings based on data as of Sept 30, 2017.

 
Forbes “Best-in-State Wealth Advisors” in 2018, 2019, 2020 and 2021*
Published annually Jan – April. Rankings based on data as of June 30 of prior year.
 

Barron’s “Top 1,200 Financial Advisors: State-by-State” in 2018, 2019, 2020 and 2021*
Published annually in March. Rankings based on data as of September 30 of prior year.

 

Brian has always enjoyed learning and demonstrated his desire to stay on top of his game by attending some of the most recognized universities for executive education.  He attended Harvard University for a study in Cognitive Capacity and Behavioral Finance.  He attended Dartmouth University’s Tuck School of Business for Leadership and Development Training, and also Duke University’s Fuqua School of Business for Business Management Training.

Aside from his executive education, Brian has also worked to earn four of the industry’s most highly regarded certifications.
First, Brian is a CERTIFIED FINANCIAL PLANNER™ practitioner, as awarded by the Certified Financial Planner Board of Standards.  
Next he achieved his CIMA® certification, as awarded by the Investments & Wealth Institute, in partnership with the Wharton School of Business, specializing in investment management consulting.
Third, Brian is a Certified Private Wealth Advisor® professional, as awarded by the Investments & Wealth Institute, in partnership with the University of Chicago Booth School of Business.  
Lastly, Brian is a Certified Divorce Financial Analyst professional, as awarded by the Institute for Divorce Financial Analysts. 
His commitment to his education and industry knowledge set him apart from other Advisors as he is valuable resource to the families he serves.

As a personal note, after moving to Vero Beach, FL, Brian became an active member of various local charities and has focus with various community improvement organizations.  Outside of work, Brian enjoys anything that involves his kids, working in his yard, playing golf, softball, boating and fishing.

Disclaimer(s):

 

*Source: On Wall Street “Top 40 Advisors Under 40” list, published on January 16, 2018. Rankings based on data as of Sept 30, 2017. On Wall Street is a national publication serving the wealth management industry and retail brokers working in the employee channel for wirehouses and regional broker-dealers. On Wall Street published online its “Top 40 Advisors Under 40” list, compiled using data solicited from the advisors’ employers. Individual trailing 12-month production for each advisor was the primary ranking criteria. The ranking or ratings shown here may not be representative of all client experiences because they reflect an average or sampling of the client experiences. These rankings or ratings are not indicative of any future performance or investment outcome.

 

*Source: The Forbes “Best-in-State Wealth Advisors” list, published annually Jan - April. Rankings based on data as of June 30 of prior year.  Data provided by SHOOK® Research, LLC. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

 
*Source: The Barron’s “Top 1,200 Financial Advisors: State-by-State” list, published annually in March. Rankings based on data as of September 30 of prior year. The Barron’s “Top 1,200 Financial Advisors” ranking considered advisors with a minimum of seven years financial services experience and who have been employed at their current firm for at least one year. This is a list of the top advisors in each state, with the number of ranking spots determined by each state’s population and wealth. Other quantitative and qualitative measures include assets under management, revenues generated by advisors for their firms, and the quality of the advisors’ practices, regulatory records, internal company documents, and 100-plus points of data provided by the advisors themselves. Rankings and recognition from Barron’s are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the advisor. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved.

Jeremy joined Merrill Lynch Wealth Management in 2011 after a career in Land Planning and Golf Course Design, where he worked with many notable firms, including that of Jack Nicklaus, Greg Norman, Nick Faldo, Tom Doak and the Dye family. He brings an acute attention to detail and a creative mindset to the financial services industry, allowing him to translate complex financial strategies into easy to understand plans.

Jeremy focuses on creating and managing those plans for the select group of wealthy families that he serves, however he also has a passion for advising young professionals, including Engineers, Doctors and Athletes. He and the team have developed and refined a goals-based wealth management process that evolves over time, in-step with his clients' lives. This disciplined, agenda-driven approach offers forward-looking advice and predictability to their financial lives throughout their careers and into retirement.

He was named to Forbes/SHOOK "America’s Top Next-Generation Wealth Advisors" List in both 2017 & 2018(Published annually July – Sept. Rankings based on data as of March 31 of current year) and Forbes "Best-in-State Next-Generation Wealth Advisors" List in 2019 and 2022(Published annually Aug – Sept. Rankings based on data as of March 31 of current year).*

Jeremy has earned the CERTIFIED FINANCIAL PLANNER™, CFP® certification, a designation awarded by the Certified Financial Planning Board of Standards, Inc. and holds the Certified Plan Fiduciary Advisor. CPFA designation with a specific focus on Employer-sponsored Retirement Plans.

A New York native, Jeremy now resides in Vero Beach, FL with his wife, Jenna Katz Schwibner, DMD, and their children, Ari, Madelyn and Eli. The two are actively involved with the Leukemia & Lymphoma Society, with Jeremy first having participated as a candidate in the 2019 Man of the Year fundraising campaign and now serving on its Leadership Committee. In his spare time Jeremy enjoys spending time with his family and working on his golf game.

*Source: The Forbes “Top Next-Generation Wealth Advisors” list, published annually July - Sept. Rankings based on data as of March 31 of current year.

Data provided by SHOOK® Research, LLC. Forbes “Top Next Generation Wealth Advisors” ranking. SHOOK considered advisors born in 1983 or later with a minimum 4 years as an advisor. Advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of Forbes and not representative nor indicative of any one client’s experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

*Source: The Forbes “Best-in-State Next-Generation Wealth Advisors” list, published annually Aug - Sept. Rankings based on data as of March 31 of current year.

Data provided by SHOOK® Research, LLC. Forbes “Best-in-State Next Generation Wealth Advisors” ranking. SHOOK considered advisors born in 1983 or later with a minimum 4 years as an advisor. Advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of Forbes and not representative nor indicative of any one client’s experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

Scott joined Merrill Lynch Wealth Management after moving to Vero Beach from New York City where he was a Senior Associate at PricewaterhouseCoopers (PwC). In his career with PwC, he provided analytical and strategic foresight to ensure best operational business and financial practices to Fortune 500 companies. He excelled in managing positive client relationships while emerging as a leader amongst his peers. Hailing originally from Coral Springs, Scott is a native Floridian, earning both a Bachelor of Science in Accounting and Master of Science in Accounting at the University of Florida. Scott holds the distinction of a Certified Public Accountant (CPA)*.

Here at Merrill, as part of Shambo, Schwibner & Associates, Scott focuses on investment analysis and client relationship development. Through diligent research of market and economic trends, and listening to his client’s financial needs and objectives, Scott has the skills to meaningfully interpret his client’s needs and assist them in developing a customized goals-based strategy. He has deep knowledge and a passion for personal finance. His practice encompasses communities in Vero Beach, South Florida and across the country.

Scott and his wife, Chloe, and daughter Sadie are happy to be living and working in Vero Beach. He is also a member of the board for the Scholarship Foundation of Indian River County. Scott is also an avid golfer and hockey player. After leading the University of Florida’s hockey team as a Captain, he now mentors younger players. He enjoys supporting the Gators, traveling, and exploring culture through food.
 

*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.