Jeremy Voccia

Jeremy Voccia,

CFP® Investment Portfolio Associate

Professional Overview

Jeremy is responsible for reviewing clients’ investment policies to ensure their portfolios align with their goals and risk tolerance. As a Certified Financial Planner® professional, he brings a disciplined approach to asset allocation and long-term strategy, helping clients stay on track toward achieving their objectives.

Background in Finance

Jeremy joined Raymond James in August 2021. Previously, he was a registered principal at GWM Securities in Palm Beach Gardens, Florida. He holds Series 6, 7, 26, and 66 licenses and earned a Bachelor of Science degree in Finance from Florida Atlantic University.

Personal Note

Jeremy now lives in Delray Beach, Florida. Outside of work, he enjoys running marathons, cheering for the Philadelphia Eagles, and spending quality time with his family.

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