Jeremy Soboleski

With over a decade of experience in financial services, Jeremy Soboleski provides comprehensive advisory, brokerage, and investment management services to high-net-worth individuals and business clients at Ivory Wealth Management. He brings a balanced perspective to client relationships, combining institutional experience with an entrepreneurial mindset shaped by years of business ownership.

Prior to joining Ivory Wealth Management, Jeremy spent more than six years at Merrill Lynch and, most recently, at an independent firm in New Haven. In addition to his financial services background, he offers clients the valuable insight of a former small business owner, having successfully owned and operated multiple businesses before transitioning into retail financial services.

Retirement Plan Expertise

Jeremy specializes in advising individuals, business owners, and retirement plan sponsors, with a particular focus on defined-contribution and defined-benefit plans. He works closely with plan sponsors, employers, and participants to design, manage, and oversee retirement programs that support both organizational objectives and long-term employee outcomes.

Retirement Plan Services

A native of Connecticut, Jeremy attended Kingswood Oxford School in West Hartford before earning a Bachelor of Arts degree in philosophy from Union College in Schenectady, New York.

He currently resides in Ivoryton, Connecticut, with his wife, Amye, and their three sons.

Jeremy is licensed in most states and holds the FINRA Series 6, 7, and Series 66 licenses.