Jeremy joined Merrill in 2014 and has never looked back. Instead, he has helped generations of high-net-worth families look forward to meaningful goals he’s helped them identify and achieve.

The majority of Jeremy’s clients are ambitious, self-made individuals  – successful business owners, real estate entrepreneurs, corporate executives, attorneys, physicians and their practices who are building wealth and families.

Planning-focused and detail-oriented, Jeremy applies his rigorous and ongoing training as a CERTIFIED PINANCIAL PLANNER® CFP) certificant to deliver proactive guidance that helps clients plan and prepare for circumstances they anticipate and those they don’t – sending children to college, buying a second home, selling or passing along their company, managing concentrated stock positions, or purchasing real estate.

Jeremy works with both spouses – recognizing that each has a stake in key decisions and outcomes. He often asks, “What do you hope to accomplish in the next five or ten years? What’s your biggest financial concern? Why have you come to me – and why now?”

Whenever possible, Jeremy also engages in conversations around clients’ health issues, passions and pursuits that lead to wide-ranging financial strategies he custom-tailors on their behalf.

In addition to helping clients explore and articulate meaningful goals, Jeremy looks for “holes” in their financial pictures – areas that may have been ignored in a previous advisory relationship, including tax considerations, estate planning services and liability management.

“I love getting up each morning, knowing I’ll be talking to clients, hearing their stories, and making a real impact on their lives,” Jeremy explains. “I’ve helped clients following a career change, the sale of their company, and the loss of a spouse. I’ve also been invited to their family gatherings and celebrations. I believe clients know I’ll be there, in good times and bad.”

A former accountant, Jeremy is especially mindful of tax consequences facing clients – coordinating with their CPAs and attorneys when helpful to help align tax-minimization and estate planning strategies. He also offers access to specialists at Bank of America, N.A. for residential and securities-based lending, business expansion and equipment financing, and practice management solutions.

When it comes to investments, Jeremy takes direction for asset allocation from the firm’s Chief Investment Office – looking to mitigate risk in each client’s portfolio by diversifying across equities, bonds, ETFs and alternative investments (including real estate, hedge funds and private equity).

A Long Island native, Jeremy resides there today with his wife, Talia, and their three children. In addition to reading and exercise, Jeremy generously shares his time and resources – delivering food with his children to needy families and sharing the experience. Jeremy holds a Bachelor’s degree in Accounting from Yeshiva University.

*Global Wealth & Investment Management (GWIM) is a division of Bank of America Corporation. The Chief Investment Office, which provides investment strategies, due diligence, portfolio construction guidance and wealth management solutions for GWIM clients, is part of the Investment Solutions Group (ISG) of GWIM. *Asset allocation does not ensure a profit or protect against loss in a declining market. *NMLS ID 1183318