Senior Vice President, Wealth Manager

Jeremy believes that “people's success with money has more to do with their behavior than with the investments they own.” Therefore he's made it a focus to emphasize the relationship with clients so that the team knows them beyond their money.  He's developed the procedures the team uses to ensure that when life throws you curve balls, they can help you make smart decisions about your money.  Over the last 12 months this has resulted in a client retention rate of over 98%.

He is also responsible for management, oversight and execution of the team's core portfolios. These investment strategies are broadly diversified, tax efficient, and have an emphasis on downside protection.  This means that they are designed to participate when the markets are doing well, but act as a shock absorber when things are choppy.  He has been helping his clients manage their financial lives for over 10 years.

He strongly believes that helping his clients develop a written investment plan which is regularly reviewed is fundamental to success.  He likes to say “a goal is a dream until its on paper and you have a strategy to achieve it”.

Some of the hobbies he enjoys are traveling, woodworking, photography and blogging on the team website. Jeremy and his wife Heather live in Ramsey, NJ with their son Owen.

Jeremy Raffer is a Senior Vice President, Wealth Manager and Partner at Steward Partners Global Advisory LLC. Jeremy joined the financial industry in 2007 after receiving both his Bachelor's Degree in Finance as well as his M.B.A. from Quinnipiac University.