Jeremy Willner

Jeremy Willner is a Managing Director, Partner & Wealth Advisor offering securities and investment advisory services through Cetera Advisor Networks.

A native of Eden Valley, Jeremy received a Bachelor of Science Degree in Accounting from St. Cloud State University. He began his career in 1993 at PrimeVest Financial Services, moved on to US Bancorp Piper Jaffray, and was a Senior Vice President of Sales for Intrepid Capital Management.

In 2003, Jeremy founded Willner Financial Services and in 2005 renamed the firm as The Managed Assets Group, LLC, now Carson Wealth. Jeremy built this firm on the solid principles of hard work, honesty and integrity. He believes that if you respect and treat people honestly you’ll be rewarded, and you get out of life what you put into it.

He works with the firm’s mission statement always in mind: Simplifying our clients’ financial lives so they can focus on what matters most to them. The first step for him is always listening – understanding a client’s long term goals and dreams and building a personalized plan that works best for their lives.

Jeremy lives in Richmond with his wife Janene, their son Xander and four dogs (Swag, Flash, Athena and Roux). They also have a daughter Raevon, son-in-law Dexter, son Hayden daughter-in-law Alex and grandson Enzo. Jeremy enjoys spending as much time as possible with his family, traveling, and hunting.

He also gives back to the local communities and is active as a board member on the Paynesville Area Community Foundation.