Jeremy S. Office, Ph.D., Cfp®, Cima®, Chfc®, Cdfa™, Crpc® Email and Phone Number
Jeremy is the Principal of Maclendon Wealth Management, a boutique multi-family office built on a foundation of traditional values, sophisticated knowledge and custom-tailored solutions. He founded the firm with the goal of catering to successful, affluent individuals, families and businesses that have an entrepreneurial mindset and are looking for a dedicated team and exceptional wealth management services.Jeremy values his personal connection with each Maclendon member and dedicates himself to their prosperity on every level. He especially enjoys working with entrepreneurial clients who are looking to develop a trusting, active relationship with a financial advisor. Working on a one-on-one basis, he helps these members to develop a clear idea of their goals and determine concrete strategies to achieve them. Jeremy has a particular expertise in venture capital and alternative investing and is a managing partner with SJO Worldwide, a private holding company that specializes in investments towards small and medium-sized companies in private and public offerings. Before founding Maclendon, Jeremy was vice president and associate director for the number one Merrill Lynch complex of offices in the world. In that role, he helped to build one of the most successful business units in the firm's history. His experience at Merrill Lynch led him to discover that his true passion is helping people with their finances, and he realized he could best do that by opening his own firm. Previously, Jeremy was a business consultant working with large corporations throughout the Caribbean, Latin America and the United States. In 2011, he earned his Ph.D., with honors, from Lynn University.
Maclendon Wealth Management
View- Website:
- maclendon.com
- Employees:
- 3
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PrincipalMaclendon Wealth Management Jun 2011 - PresentDelray Beach, Fl• A boutique multi-family firm that caters to clients through services including wealth preservation, asset management, retirement planning, investment services, and traditional and alternative investment consulting in a fully transparent environment -
Founding PartnerSjo Worldwide Jun 2011 - PresentDelray Beach, Fl• A private holding company that specializes in investments towards small to medium-sized companies in private and public offerings
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Nflpa Registered Player Financial AdvisorNfl Players Association 2013 - 2015• Provide current and retired NFL players with financial services regarding players’ benefits, compensation structure, tax issues, insurance, pension and other relevant financial issues -
Vice-President / Complex Associate Director / Wealth Management AdvisorMerrill Lynch Apr 2002 - Jun 2011• #1 Merrill Lynch complex worldwide in 2005 and 2007 and the #3 complex worldwide in 2006 • Focused on strategic initiatives and development of the Puerto Rican office• Major responsibilities included recruiting, FA training and operational development, as well as serving as sales manager -
Partner Manager / Business AnalystDaleen Technologies 1998 - 2001
Jeremy S. Office, Ph.D., Cfp®, Cima®, Chfc®, Cdfa™, Crpc® Education Details
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Global Leadership -
Master Of Business Administration (Mba) -
Finance -
Diploma
Frequently Asked Questions about Jeremy S. Office, Ph.D., Cfp®, Cima®, Chfc®, Cdfa™, Crpc®
What company does Jeremy S. Office, Ph.D., Cfp®, Cima®, Chfc®, Cdfa™, Crpc® work for?
Jeremy S. Office, Ph.D., Cfp®, Cima®, Chfc®, Cdfa™, Crpc® works for Maclendon Wealth Management
What is Jeremy S. Office, Ph.D., Cfp®, Cima®, Chfc®, Cdfa™, Crpc®'s role at the current company?
Jeremy S. Office, Ph.D., Cfp®, Cima®, Chfc®, Cdfa™, Crpc®'s current role is Principal at Maclendon Wealth Management.
What schools did Jeremy S. Office, Ph.D., Cfp®, Cima®, Chfc®, Cdfa™, Crpc® attend?
Jeremy S. Office, Ph.D., Cfp®, Cima®, Chfc®, Cdfa™, Crpc® attended Lynn University, University Of Florida, Miami University, Centerville High School.
Who are Jeremy S. Office, Ph.D., Cfp®, Cima®, Chfc®, Cdfa™, Crpc®'s colleagues?
Jeremy S. Office, Ph.D., Cfp®, Cima®, Chfc®, Cdfa™, Crpc®'s colleagues are Pedro Antonio.
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