Jeremy Burger

Professional Summary

Professional Overview
Jeremy Burger is the CEO of Merriman Wealth Management, LLC, a leading Seattle-based financial advisory firm. With over 15 years of industry experience, he specializes in wealth management, investment strategy, and comprehensive financial planning for high-net-worth individuals and families.

Experience Summary

Current Role
As CEO, Jeremy is responsible for setting the strategic vision, overseeing daily operations, and driving the firm's growth and client service initiatives. Under his leadership, Merriman Wealth Management has expanded its client base, enhanced its investment management capabilities, and solidified its reputation as a trusted partner for affluent clientele.

Career Progression
Jeremy started his career in the financial services industry in 2003 as a Life/LTC Insurance Agent at Synergy Financial Services, Inc. He then transitioned into a Financial Advisor/Investment Analyst role at Synergy Financial Management, where he gained valuable experience in portfolio management and client advisory services.

In 2007, Jeremy joined Merriman Wealth Management as a Financial Advisor, steadily advancing to the position of Director of Advisory Services before being named CEO in 2017. Throughout his tenure, he has played a pivotal role in enhancing the firm's investment strategies, diversifying its product offerings, and fostering a client-centric culture that has led to consistently high client satisfaction and retention rates.

Academic Background
Jeremy holds a Bachelor of Science degree in Finance from the University of Washington, where he graduated with honors. He is also a Certified Financial Planner (CFP) and a Chartered Financial Analyst (CFA) charterholder, demonstrating his commitment to professional development and the highest standards of financial planning and investment management.

Areas of Expertise

• Wealth management and investment strategy

• Comprehensive financial planning for high-net-worth individuals and families

• Portfolio construction and asset allocation

• Retirement planning and estate planning

• Alternative investment strategies

• Client relationship management and business development

Professional Impact
Under Jeremy's leadership, Merriman Wealth Management has consistently been recognized as one of the top wealth management firms in the Pacific Northwest, with the firm's assets under management growing by over 25% since his appointment as CEO. He has also been an active contributor to industry publications and has served on the board of directors for several local non-profit organizations, leveraging his expertise to make a positive impact on the community.

Conclusion
With his extensive experience, proven track record of success, and deep commitment to client service, Jeremy Burger is well-positioned to continue guiding Merriman Wealth Management's growth and solidifying its position as a leading wealth management firm in the Pacific Northwest.