Jeremy joined the Maestro team as a senior client service associate. He is now a crucial part of our planning team. Jeremy works diligently to collect financial data for analysis and works closely with our advisors to create personalized investment plans.
Jeremy graduated in 2022 with a bachelor’s degree in economics and a minor in finance from Winston-Salem State University. His experience and attention to detail, as well as his genuine concern for others, makes him a valuable asset to Maestro Wealth and our clients.
Outside of work, Jeremy enjoys all kinds of music. exercise and spending time outdoors with his dog, Winston.
