Advisor Profile

Jeremy Fisher, is a Director, Wealth Management at Choreo. With over 15 years of industry experience, Jeremy has a proven track record of developing and executing complex financial plans, managing client portfolios, and fostering strong client relationships through activities such as quarterly reviews, and financial plan updates. 

Jeremy’s expertise includes designing optimal investment strategies using private equity, private real estate, unified managed accounts, and separately managed accounts to align with client objectives and risk tolerance. He brings deep insight into wealth management and financial planning, ensuring clients have the resources and support needed to achieve their goals. 

Prior to his current role, Jeremy gained valuable experience at RSM Wealth Management and U.S. Trust Bank of America, where he implemented detailed investment plans and supported advisors in managing portfolios for affluent clients. 

Jeremy holds a Master’s degree in Business Administration with a concentration in Finance and a Bachelor’s degree in Business Administration with a focus on Trust and Wealth Management, along with a minor in Financial Planning. He also holds a FINRA Series 65 license. 

Outside of work, Jeremy dedicates his time to volunteering at fundraising events for St. Jude Children’s Research Hospital, reflecting his passion for giving back to the community.

PROFESSIONAL AFFILIATIONS & CREDENTIALS

• FINRA – Series 65

EDUCATION

• M.B.A. Business Administration - Finance, Campbell University
• B.A. Business Administration, Trust & Wealth Management, Minor in Financial Planning, Campbell University