Jeremy Pawlak is a Wealth Management Advisor who runs a multi-generational advisory practice, serving the needs of a select group of families, retirement plan sponsors and institutional clients. His focus is on helping you pursue your financial goals with thoughtful advice and a disciplined approach that enables him to prudently serve his clients for generations. Backed by the vast resources of Merrill, Jeremy is commitment to all clients is based upon 3 principles: - Collaborative Planning: With each interaction, feel you will have confidence, knowing that he is solely focused on the appropriate solution for you, based upon your risk tolerance, time horizon, liquidity needs and overall investment goals - Multigenerational Experience: Feel confident that Jeremy will be there for any milestone you face, with prudent guidance and insights - Committed Stewardship: Focus on what matter most, knowing that his mission is to serve you and your family as you seek to leave the legacy you desire Jeremy embodies these core tenets in every aspect of his business because he believes providing exemplary service to his clients is his number one priority. *CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute. *Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® and CFP® in the U.S.