Jeremy Wilmes

As an experienced financial advisor focusing on business owner planning, succession, estate and complex financial strategies, my purpose is to work with my clients to help them achieve their financial goals and build better communities.

With a bachelor’s degree from the University of Hawaii and an MBA from Syracuse University, I have built a distinguished career offering financial advice to individuals and businesses alike. I hold the Certified Financial Planner® certification from the CFP Board as well as the Chartered Financial Consultant® designation, the Chartered Life Underwriter® designation and the Retirement Income Certified Professional® designation from the American College of Financial Planning, which provide knowledge to develop and tailor specific strategies that fit your financial needs. In addition to my financial qualifications, I hold a U.S. Coast Guard 100 Ton Merchant Mariner license and am a PADI Open Water SCUBA Instructor. My diverse background helps me to approach financial strategizing from a unique, holistic perspective, integrating my passion for adventure and exploration with my professional knowledge. Outside my professional commitments, I am deeply involved in my community. When I’m not helping clients achieve their financial goals, I can often be found volunteering at community events, assisting with my son’s sporting commitments, surfing along the coast or diving to uncover historic shipwrecks. Alongside my wife Maeve — an art teacher — and our family, I am happily settled in Palm Beach County, cementing my ties to the Palm Beach Gardens, Jupiter, Juno and Tequesta communities. With a strong foundation in financial knowledge and community involvement, I am dedicated to help making a lasting impact on the lives of my clients and working together to help them achieve their financial goals.