Jeremy’s approachable personality makes it easy for clients to contact him for help with completing transactions and implementing the plans their Financial Advisors put in place. A Wealth Management SpecialistSM, he holds the Series 7 and 66 licenses and currently serves as the Branch Technical Liaison. He was born in Indianapolis where he started a small service business while still in High School. He entered the Financial Services industry in 2006 with Merrill Lynch and joined Raymond James in February of 2012. Jeremy and his wife Shannon now reside Southeast of Indianapolis in the small town of Manilla with their two sons, Noah and Eli. They recently completed their family with the addition of Arlie, a lovable goldendoodle.
In his free time, Jeremy enjoys boating and vacations with his family. He is an avid guitar player and loves many different genres of music.