Jeri joined Wilmarth Private Wealth Management in October 2014. Prior to joining the group, she enjoyed a career for many years managing global market research projects at leading market research and consulting firms. Jeri possesses a broad range of knowledge, skill and experience to provide steadfast administrative and research support to the group. Being a detailed oriented analytical thinker, she adeptly supports the financial advisors by maintaining clients’ financial records, profiles and generating reports for all meetings.
She believes clarity is key to delivering high levels of client service. Jeri is an active listener, ensuring details of client requests are clear and carried out in a timely manner. She is a trusted source for clients and the team alike. Her dedication to client service is evident as she continuously seeks out ideas to further improve the client experience.
Jeri is a passionate supporter of education, with Early Intervention and Early Childhood being close to her heart. She regularly volunteers in the Brevard Public Schools and supports the Brevard Public Library by regularly donating to the children’s programs. She has served on the advisory board of LEAPP, a community resource for parents and educators of special needs students. She has given her time volunteering with the Arc in a respite program for parents and caregivers of individuals with special needs.
Jeri grew up in New Jersey and resided there until 2013 when her and her family relocated to Florida and now resides in West Melbourne with her husband and their teenage son. She holds a Bachelor of Science degree in business, management and economics from the State University of New York, Empire State College and is a graduate of the Fashion Institute of Technology in New York City, where she studied interior design, buying, merchandising and marketing.
Outside of work, Jeri enjoys exploring, reading and practicing a variety of interests such as culinary arts, photography, physical fitness, healthy living and overall wellness.
Raymond James is not affiliated with the above organizations and/or charitable causes.