Advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
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Credentials
Series 63, Series 66
Firm
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Location
San Francisco, CA 94104
Jeremy Yuster is a Managing Director and Senior Financial Advisor at Merrill Lynch Wealth Management, where he leads a team serving ultra-high net worth clients. He specializes in helping these clients identify their financial priorities and develop tailored strategies to advance their wealth management goals. With 12 years at the firm and in the industry, Jeremy focuses on comprehensive wealth planning, investment management—including traditional and alternative investments—stock option strategies, trust and estate planning, and customized credit and business lending services.
Jeremy has extensive experience in capital markets and the technology sector, having served as a director of diversified investment funds and as a financial analyst. This background supports his work with corporate executives, assisting them in assessing and pursuing appropriate financial strategies. His client focus areas include corporate executive services, executive compensation, philanthropic planning, special needs planning, women and wealth, tax minimization, retirement income, and services for endowments, foundations, and non-profits.
He holds a bachelor’s degree from Northwestern University and holds the Personal Investment Advisor (PIA) designation. Jeremy is active in his community, participating in activities such as interviewing incoming Northwestern University students, volunteering with the Kentfield School District and San Domenico School, and coaching youth sports. He lives in Marin County with his wife and two children and enjoys basketball, boating, football, music, tennis, and spending time with his family.
Bank Of America, N.A.
2013 - Present (13 years)
Merrill Lynch, Pierce, Fenner & Smith Incorporated
2013 - Present (13 years)
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