Planning for healthcare expenses now and in the future
- Long-term Care Insurance3
- Health Savings Account2
- Disability Insurance3
Watch experts answer key questions to help you and your employees prepare for rising costs and game-changing innovations in our healthcare system.
Jeremy has been a part of the financial services industry since 2004 and joined Merrill in 2014. As a Merrill financial advisor, he provides sound financial advice and guidance to successful individuals and families. He is committed to providing premier service and access to extensive resources to assist clients in pursuing their personal and financial goals. He brings clarity to investment opportunities and ever-changing market conditions that can impact clients reaching their goals. Through this approach, clients can benefit from a solid relationship that helps them better understand the strategies available to them and the paths they can take based upon their risk tolerance, time horizon, liquidity needs, and overall investment goals.
Jeremy is a CERTIFIED FINANCIAL PLANNER™ practitioner, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He is a graduate of the University of Illinois’ College of Business and has a B.S. degree in Accountancy.
Prior to working in the financial services industry, Jeremy worked as a Certified Public Accountant (CPA). During his time in public accounting, he worked as an income tax preparer, auditor and Quickbooks consultant.
Jeremy serves on the board of the Peoria Symphony Orchestra. He has served on the board of ArtsPartners of Central Illinois and as a past Peoria Chamber of Commerce Ambassador. He is an avid runner and volunteers his time and energy in the Peoria area running community. He and his wife, Dawn, live in Peoria, Illinois, with their two children.
*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.
University of Illinois
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.
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
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.