Jeremy Willner Email & Phone Number
Managing Partner and Wealth Advisor @ Carson Wealth
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Jeremy Willner Location
- Saint Paul, MN, US
Jeremy Willner Work
- Managing Partner and Wealth Advisor @ (January 2003 - Present)
- Omya Member @ (November 2025 - Present)
- CEO and Founder @ (June 2023 - January 2026)
- CEO and President @ MAG Wealth Management, LLC (January 2003 - October 2024)
- CEO and President @ MAG Wealth Management, LLC (January 2003 - January 2018)
- Senior VP of Marketing @ Investment Counsel Company (January 2000 - January 2003)
Jeremy Willner Education
- St. Cloud State University – College of Business, Engineering, and Technology
Bachelor of Science (Accounting)
1990-1993
Jeremy Willner Skills
- Alternative Investments
- Business Planning
- Estate Planning
- Finance
- Financial Advisory
- Financial Planning
- Financial Services
- Fixed Annuities
- Investment Management
- Investment Strategies
- Investments
- Leadership
- Life Insurance
- Long Term Care Insurance
- Management
- Marketing
- Mutual Funds
- Portfolio Management
- Retirement Planning
- Risk Management
- Sales Management
- Securities
- Small Business
- Strategic Planning
- Wealth Accumulation
- Wealth Management
- Wealth Management Services
- Wealth Transfer
Jeremy Willner Summary
- Jeremy Willner, based in Saint Paul, MN, US, is currently a Managing Partner and Wealth Advisor at Carson Wealth. Jeremy Willner brings experience from previous roles at Omya, MAG Tax & Accounting and MAG Wealth Management, LLC. Jeremy Willner holds a 1990 - 1993 Bachelor of Science in Accounting @ St. Cloud State University – College of Business, Engineering, and Technology. With a robust skill set that includes Alternative Investments, Business Planning, Estate Planning, Finance, Financial Advisory and more. Jeremy Willner has 2 emails and 3 mobile phone numbers on RocketReach.
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