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.

*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 research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. 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.