Jeremy Moniz

Associate Wealth Advisor
 San Francisco Bay Area|
 San Francisco Bay Area|

Experience and Education

Jeremy works with the advisory team to provide clients with customized wealth management solutions to help them achieve their goals. Prior to joining Mariner Wealth Advisors, he worked at Mercer Advisors as a client service specialist where he assisted clients in their operational and administrative needs. He also previously worked at Northwestern Mutual.

Jeremy has a bachelor’s degree in finance with a minor in economics from the University of Nevada-Reno.

Personal Interests

In his free time, he enjoys basketball, tennis and watching movies.

Jeremy’s Offices

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