The competitive spirit that fueled Jeremy King to perform at his best as an athlete drove him to perform at his best as an advisor for his clients. For over 25 years, Jeremy has applied the essential lessons he learned in sports to his career and his clients, including focus and preparation, meeting challenges head-on, and working well with his team.


As an advisor, Jeremy strives to build deep, personal relationships with his clients in order to deliver comprehensive recommendations that account for the many aspects of their lives – their goals, aspirations for their family, health, and retirement. He considers it a privilege to help clients manage their finances so that they’re free to focus on things that are most important in their lives.

 

Jeremy primarily works with retirees who seek a trusted advisor to help them plan and protect their wealth. He helps clients with a wide range of complex financial needs and takes pride in being known as a compassionate, knowledgeable, and trustworthy advisor who is always ready to help people through their next step.

 

Having graduated with a Bachelor of Science in Finance, Jeremy is still an active alumnus of Florida Gulf Coast University. To advance his education in the field, he later earned the designations of CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and Chartered Retirement Planning Counselor℠ (CRPC®).

 

Jeremy’s family moved to Fort Myers, FL, when he was a child in 1975, and he has called it “home” ever since. He lives with his wife, Jessica, in Estero and has an adult son and two teenaged daughters, all of whom he has coached in soccer. Jeremy is a former board member for March of Dimes and the Children’s Home Society, and he currently supports children’s causes in his community. In his free time, Jeremy stays active playing pickleball, hiking, scuba diving, and traveling with his family.

 

CA Insurance Lic.#0K12575
Resident State FL

Susana has been handling operations and servicing clients in the financial services industry since 2016. In her current role, she handles the day-to-day administration of accounts, including opening new accounts, updating existing account information, managing account transfers, and answering questions regarding statements and online services. Susana is passionate about creating an experience for clients that exceeds their expectations.

Prior to joining the industry, Susana attained Miami Dade College where she received her associate’s degree in Accounting. She has continued her education in the financial services industry and has obtained her series 7 and 66 licenses. She has joined the Berry & King Wealth Management Group after working at UBS Financial Services and Raymond James Financial Services.

Susana was born and raised in Miami before relocating to Fort Myers to finish her studies. Susana enjoys spending time with her family and has recently married to her new husband Jubert. In her spare time Susana enjoys taking her dog, Scooby, to dog beach and enjoying all that Southwest Florida has to offer.