Jeremy Soboleski is a financial advisor at Ivory Wealth Management, where he provides advisory, brokerage, and investment management services to Ivory’s wealth advisory clients. Jeremy joined Ivory after spending more than six years in the business at Merrill Lynch and most recently an independent firm in New Haven. In addition to his financial background, Jeremy also offers a unique business owners’ perspective as a result of having owned and operated a series of successful small businesses before his foray into retail financial services.
Jeremy provides seasoned advice suited to high-net-worth individuals and business clients with a specialization in working with and servicing defined contribution and defined benefit plans.
A native of Connecticut, Jeremy attended the Kingswood Oxford School in West Hartford for primary education before venturing off to Union College in Schenectady, New York, where he earned his BA in philosophy. Jeremy currently lives in Ivoryton, Connecticut, with his wife Amye and their three sons.