Jeremy S. Office, Ph.D
CFP®, CIMA®, ChFC®, CRPC®, MBA
Principal
For over a decade, Jeremy has managed the private banking needs of successful individuals, families and businesses. He specializes in portfolio construction, strategic asset & liability management, and long-term planning relating to financial matters including real estate, income tax, insurance and estate planning.
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, Jeremy helps members to develop a clear idea of their goals and determine concrete strategies to achieve them.
Before founding Maclendon, Jeremy served as vice president and associate director for Merrill Lynch. His experience at Merrill Lynch led Jeremy to discover his true passion involved aiding people with their finances, and realized he could best do that by opening his own firm. Prior to joining Merrill Lynch, Jeremy was a business consultant working with large corporations throughout the Caribbean, Latin America and the United States.
Jeremy has an innate passion for learning, and earned his Ph.D., with honors, from Lynn University in Boca Raton, Florida. His doctoral work there focused on global leadership and management. Since, Jeremy has earned numerous financial industry credentials, including the Certified Financial Planner™ and Certified Investment Management Analyst® certifications, and completed Bloomberg Certifications in Equities, Fixed Income and Foreign Exchange. He is also licensed in Florida to sell real estate.
Jeremy is active in many charitable and community organizations, including the Brian Fink Memorial Foundation, Emily K Center, Operation Smile, SJO Foundation for Hope and the Wounded Warrior Project. He founded the Howard Isaacson Innovation Challenge at Lynn University, is heavily involved in the Maclendon Mentorship program, and is a volunteer YMCA coach. Jeremy and his three children, Macie, Jaedon and Lennox, enjoy sports, music, family, friends, and fitness.
Education
Ph.D., Global Leadership—Corporate and Organizational Management, Lynn University
MBA, University of Florida
B.S., Finance, Miami University
Certificates, Designations and Licenses
Certified Financial Planner™ professional
Certified Investment Management Analyst®
Chartered Financial Consultant®
Chartered Retirement Planning Counselor™
Bloomberg Certifications in Equities, Fixed Income and Foreign Exchange
Life, Health and Variable Annuity Insurance Licenses
Series 7, 9, 10, 66 and 99 Securities Licenses
Memberships and Associations
Advisory Board, Lynn University College of Business and Management
Board of Directors, Delray Beach Chamber of Commerce
Member, Delray Beach Education Board
Chairman’s Club, FA Today
Board Member, HiConversion
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Check the background of this investment professional on FINRA’s BrokerCheck.
Jeremy S. Office, Ph.DFounder/Advisor
Kilburn Sherman, CPAAdvisor
