Jeremy G. Breunig
Senior Resident Director, First Vice President @Merrill Lynch
Signup · Get unlimited contacts
WORK HISTORY
Senior Resident Director, First Vice President @Merrill Lynch
My Goals-Based Wealth Management process begins with helping clients to define, articulate and prioritize what truly matters most to them. We have a new conversation around seven life priorities, take into account a behavioral finance viewpoint and factor in their views on risk. What results is a personalized Goals-Based plan that brings it all together for clients and their beautifully unique lives. By meeting on a schedule that is tailored to their needs (at least annually), we\'re able to measure progress to their goals and course correct as their lives and priorities evolve over time. Life, it\'s a totally different beast.I WELCOME A CONNECTION IF:• We have an existing relationship.• You are an Attorney or Accountant interested in learning more about how our Trusteed IRA and Trust & Estate Services with Bank of America Private Bank can help support clients to achieve their estate planning goals.• You are a business owner who is open to learning how Bank of America Merrill Global Commercial Banking can help to simplify, protect, grow and (someday) sell your business.• You are a corporate executive whose annual bonus, deferred compensation and/or profit sharing represent a significant portion of salary; have a concentrated ownership of company stock and options; have a potential need for liquidity financing, or if you\'re primarily focused on the company and have not had time to create a personal financial strategy.• You are an experienced Financial Advisor that would like to learn more about a career with Merrill Lynch Wealth Management.• You are involved with or support Habitat for Humanity, the ASPCA or The Boys and Girls Club of America.• You have a passion for the Green Bay Packers, Wisconsin Badgers, Milwaukee Brewers or Minnesota Wild.
EDUCATION
University of Minnesota Twin Cities
High School Diploma/GED
ABOUT JEREMY G. BREUNIG
I believe that happiness is all around us and that it is most easily seen in our friends and loved ones, in a charitable spirit toward your fellow human and in the cultivation of trust of others. I believe that it is an experience that is less about self-help and personal happiness than it is about the joys of communal experience. I believe that the relationships we maintain are contributors of this experience and ultimately our happiness. Selecting the right professional relationship with the right firm is certainly an important decision. Merrill Lynch Wealth Management expertly combines the two most powerful elements available to help our clients achieve the life they envision: The experience of a highly-trained and thoughtfully prepared Financial Advisor committed to your needs, supported by the world-class resources of a leading global financial services firm. My team and I follow a disciplined Goals-Based Wealth Management process, deliver responsive service personalized to client preferences and advise transparency to fees, risks and outcomes. I believe that when the relationship maintains this framework, trust, friendship and financial confidence are all attainable. Direct: 50••••••49 Email: j••••••••@ml.com Website: Trust, fiduciary, and investment management services, including assets managed by the Specialty Asset Management Team, are provided by Bank of America, N.A, Member FDIC, and wholly owned subsidiary of Bank of America Corporation (\"BofA Corp.\"), and its agents. Bank of America Private Bank is a division of Bank of America, N.A.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.