Jeremy J. Schwendeman, CFP® is a Financial Advisor with over 20 years of experience in the financial services industry and joined The Mount Clare Wealth Management Group at Morgan Stanley in 2013. In 2022, Jeremy was promoted to Executive Director by Morgan Stanley and Forbes Magazine has recognized him as a Best-In-State Wealth Advisor. Jeremy focuses on developing wealth management strategies for professional coaches and their families. A member of the football coaching staff at the University of Akron from 1997-2001, he draws from his experience in order to provide the most sound, tailored and consistent financial advice to the families of professional coaches across the country. Jeremy is a Director of Morgan Stanley Global Sports and Entertainment, which was earned based on his experience and knowledge working with coaches and sports executives. This designation provides him with access to world-class resources needed to navigate the complexities and pressures facing high-achieving professionals in the sports and entertainment industries, to help them make smart choices about how they save, spend, invest, borrow, protect, and give. Jeremy also focuses on working with corporate executives to provide financial planning and advice around their corporate stock plan options and awards. Jeremy takes the lead on portfolio management and economic analysis for the team. He is focused on portfolio construction, development, and monitoring of our client investments within the firm. He is passionate about financial literacy has been asked to speak at various colleges, universities and NCAA events on financial planning and the unique financial needs of coaches and their families. Jeremy graduated from the University of Akron in 2000. He earned his CERTIFIED FINANCIAL PLANNER™ designation in 2011 and is a Senior Portfolio Management Director with Morgan Stanley. Given his extensive experience working with clients in the NFL, he was selected as an NFLPA Registered Institutional Player Financial Advisor. He and his wife Jessica live in Howard County with their 3 children, Jack, Olivia and Alec. Jeremy is actively involved in coaching and cheering on his children’s sports teams and especially enjoys coaching baseball. He loves spending time in South Carolina and cheering on the Cleveland Browns.Forbes Best-In-State Wealth Advisors. Description: Source: Forbes.com (Awarded Apr 2022) Data compiled by SHOOK Research LLC based on time period from 6/30/20 - 6/30/21.https://www.morganstanley.com/disclosures/awards-disclosure.html
