MEET OUR TEAM
Wealth Planning Committee
Mr. Jeremy Zoladz is the Managing Director, Co-Head of Relationship Management at Dynasty Financial Partners. In this role, he is responsible for consulting on practice management and business strategy across the Dynasty network of RIA firms. He brings his insights into WealthTech platforms, retirement planning, and the delivery of fiduciary advice to Precedent’s Wealth Planning Committee.
Jeremy joined Dynasty from Graystone Consulting, a business of Morgan Stanley, where he served as an Institutional Consultant and Corporate Retirement Director. Prior, he worked in various consulting and business development roles at Morgan Stanley.
Mr. Zoladz earned a bachelor’s degree in economics from DePauw University and an MBA from The Ohio State University. He also holds the Chartered Retirement Plans SpecialistSM designation from the College for Financial Planning.