Jeremy Willner

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

A native of Eden Valley, Jeremy earned a Bachelor of Science in Accounting from St. Cloud State University. He began his financial services career in 1993 with PrimeVest Financial Services before joining U.S. Bancorp Piper Jaffray. He later served as Senior Vice President of Sales at Intrepid Capital Management, gaining extensive experience in investment management and client service.

In 2003, Jeremy founded Willner Financial Services, which evolved into The Managed Assets Group, LLC in 2005 and is now part of Carson Wealth. Since the firm’s inception, Jeremy has built his practice on the values of hard work, honesty, and integrity. He believes that strong relationships are earned through trust, transparency, and consistently putting clients’ best interests first.

Jeremy is dedicated to helping clients simplify their financial lives so they can focus on what matters most. His planning process begins with listening—taking the time to understand each client’s goals, values, and vision for the future before developing a personalized financial strategy designed to support their long-term success.

Jeremy lives in Richmond with his wife, Janene, their son, Xander, and their three dogs— Flash, Athena, and Roux. They also have a daughter, Raevon, and son-in-law, Dexter; a son, Hayden, and daughter-in-law, Alexa; and two grandsons, Enzo and Ozzy. Outside the office, Jeremy enjoys spending time with his family, traveling, and hunting.

Committed to giving back, Jeremy is an active member of his community and serves on the board of the Paynesville Area Community Foundation, supporting initiatives that strengthen the communities he calls home.