Jeremy Wilmes is a highly experienced financial planner specializing in business owner planning, succession, estate, and complex financial planning. With a bachelor’s degree from the University of Hawaii and an MBA from Syracuse University, Jeremy has built a distinguished career offering expert financial advice to individuals and businesses alike. He holds several prestigious certifications, including Certified Financial Planner (CFP) from the CFP Board, Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), and Retirement Income Certified Professional (RICP) from the American College of Financial Planning.
In addition to his extensive financial qualifications, Jeremy holds a U.S. Coast Guard 100 Ton Merchant Mariner license and is a certified PADI Open Water SCUBA Instructor. His diverse background allows him to approach financial planning from a unique, holistic perspective, integrating his passion for adventure and exploration with his professional expertise.
Outside of his professional commitments, Jeremy is deeply involved in his local community. When he's not helping clients achieve their financial goals, he can often be found volunteering at community events, surfing along the coast, or diving to uncover historic shipwrecks.
Jeremy, his wife Maeve, a local lower school art teacher, and two boys have settled in Palm Beach County cementing their ties to the Palm Beach Gardens, Jupiter, Juno, and Tequesta community through service, volunteering, and family engagements.
With a strong foundation in both financial expertise and community involvement, Jeremy is dedicated to making a lasting impact on the lives of his clients and the broader community.
