Jeremy Milo is the Vice President of Advanced Planning at Fidelity Investments, where they serve as a financial and estate planning subject matter authority for high net worth clients and advisors. With extensive experience across legal, tax, and financial services, Jeremy has empowered clients in achieving their wealth management and transfer goals since 2020. Previously, they worked as a Senior Analyst in Tax Planning at Bloomberg Industry Group, focusing on product compliance and training for industry professionals, and as an Associate Attorney at Pesner | Kawamoto | Conway, PLC, where they developed comprehensive estate plans. Jeremy holds a Juris Doctor from Howard University School of Law and a Master of Law in Estate Planning from the University of Miami School of Law, complemented by a Bachelor of Business Administration in Finance from The College of William and Mary.
This person is not in the org chart
This person is not in any teams
This person is not in any offices