Jeremy is dedicated to providing clients with an individually tailored approach to investing. Jeremy assists a select group of affluent clients with investment tax, estate planning services and wealth transfer strategies. Drawing on his experience and Merrill's global resources, Jeremy develops personalized strategies to address the complex needs of individuals with substantial wealth. Together with specialists in different areas, Jeremy offers clients a range of services including portfolio management; stock option analysis and retirement planning; life insurance analysis and funding; and a full complement of wealth preservation and transfer services.
Using data-driven analysis, historical data and Merrill's proprietary research, Jeremy creates customized financial strategies that are designed to help meet client expectations and long-term goals. His goal is to help clients balance risk so that they can enjoy consistent returns while limiting the kind of volatility that can sometimes make investing an anxious experience.
Jeremy works closely with clients' other family advisors, including attorneys and accountants, to focus on clients' total wealth management needs. He has been with Merrill Lynch Wealth Management since 2005.
Jeremy graduated from Queens College where he earned a B.A. in Economics. He lives in Gilbert, AZ with his three children.
Jack Shaw
Registered Wealth Management Client Associate
Jack is a Registered Wealth Management Client Associate with 10 years of experience in the financial services industry. Often the first point contact, Jack is a highly regarded professional with an exceptional client service skill set. He places a high emphasis on client satisfaction and is dedicated to proactively meeting clients' administrative needs while building deep relationships. Jack enjoys all outdoor activities, especially hiking and fishing.
My mission, first and foremost, is to understand you and what matters most to you. To take the time to ask smart questions and listen carefully, then understand in detail, exactly where your finances stand today and where you'd like them to be tomorrow. I then help you design and bring to life a customized financial strategy that can help you and your family pursue personal financial goals while helping to manage strategic investment risk. My approach is about creating comprehensive strategies to that can help turn your goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.