Meet Jeremy Wilmes

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), Certified Advisor for Senior Living (CASL), and Retirement Certified Income Professional (RCIP) 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.

When he's not helping clients achieve their financial goals, Jeremy enjoys surfing along the coast, diving to uncover historic shipwrecks, traveling, and spending time with his family. He is also deeply involved in his local community and can often be found volunteering for community organizations in and around Palm Beach County.

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.