09 Jul Principal at Maclendon Wealth Management – CoInspire with Lilia Luciano
Posted at 13:30h
in Press
For over a decade, Jeremy has managed the private banking needs of successful individuals, families and businesses. He has been recognized as one of the most accredited wealth managers in the country, specializing in portfolio construction, strategic asset and liability management, and long-term planning relating to financial matters as well as real estate, income tax, insurance and estate planning.