Jeremy joined the firm in 2020 having completed his undergraduate degree and MBA at Roger Williams University in Providence, Rhode Island. He started his career at WMR as a valued and skilled advisor assistant and was promoted to Financial Advisor in June of 2022.
Jeremy prioritizes relationships, getting to know his clients, personalizing the process and strategies, and doing everything in his power to get his clients to their ideal future. He is known for going the extra mile, supporting his clients through every life stage, and his drive to grow and improve his skills to make a difference in his clients’ lives. Jeremy loves seeing clients walk out of meetings with more confidence and excitement because they know they have a plan and a dedicated team by their side.
Jeremy serves our investment advisory customers as an Investment Advisor Representative
He is a longtime hockey player and spends his free time playing for a local men’s league. When he’s not working or playing hockey, you can find Jeremy doing any outdoor activity he can find, including hiking, golfing, and skiing, and hanging out with his two Shiba Inu dogs, Kobe and Sakura. He also loves being with his family and friends.
