Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
- Insurance3
Jeremy Kramer CRPC®
Financial Advisor
The Wennick Kramer Group
Jeremy started in the financial services industry as an unregistered employee in 2007 and joined Merrill Lynch as a Financial Advisor in 2015. Jeremy and his team primarily work with high net worth individuals, families, and business owners. He provides them with the proper sevices which are designed for them to pursue their financial goals.
Jeremy's primary focus is to help clients articulate their goals, and then implement the proper strategies in order to help attain them. He does this while using a goals based wealth management approach.
Jeremy not only focuses on helping clients with their investments, but also helps to provide clients with estate planning services , retirement planning, philanthropic as well as future education goals.
Jeremy graduated from the University of Maryland with a B.S. in Kinesiology. He has also received his Chartered Retirement Planning Counselor℠ (CRPC®) designation awarded by the College for Financial Planning. In his spare time he enjoys spending time with his wife Lisa, and giving back to the community through his volunteer work.
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.
English & Hebrew
University System of Maryland
Our experts examine the forces that are changing the world – and how they may impact your life
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.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Associate Investment Advisory Specialist
Merrill Lynch
Trust Specialist
Merrill Lynch
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #484022
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.
MyMerrill is your online and mobile destination for access to your financial information, secure communications, and a robust offering of tools and capabilities
It’s easy to seamlessly integrate your Merrill Wealth Management and Bank of America banking accounts online and through our mobile apps with a single click
You can manage account security with our customizable security capabilities such as Face ID/Touch ID, one time passcode and other security features
Your advisor is a click away through our Secure Inbox and texting application
Access to your complete financial life is available with Spending & Budgeting, integrating your Merrill and Bank of America activity into a powerful tool to track your expenses and income
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.
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