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Jeremy B

Series 66

Tigard, OR

Merrill

Jeremy Breunig is a Senior Vice President and Senior Financial Advisor with Merrill Lynch Wealth Management. Since beginning his career at Merrill Lynch in 2011, he has served as the Senior Resident Director for the Merrill office in Lake Oswego, Oregon, since 2016. In addition to his leadership role, Jeremy serves a three-year term from 2023 through 2025 on the Resident Director Advisory Council to Management, representing Resident Directors as a liaison to senior leadership. He holds the Certified Exit Planning Advisor (CEPA®) designation and the Personal Investment Advisor (PIA) credential. Jeremy works closely with individuals, families, and business owners to navigate important financial decisions. He develops personalized wealth analyses tailored to each client's circumstances, addressing areas such as retirement income planning, wealth accumulation strategies, education funding, tax-efficient planning, and legacy objectives. His approach emphasizes discipline and intentionality to help clients pursue their long-term goals. Jeremy attended the University of Minnesota Twin Cities. Outside of his professional responsibilities, he is involved with organizations including the ASPCA, Boys and Girls Club of America, and Habitat for Humanity. He enjoys spending time with his family, golfing, traveling, and following sports teams.

Retirement income strategy General retirement planning Tax strategies for small businesses Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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