Jeff Remillet, CFP®, is a Vice President, Senior Investment Strategist with Comerica Wealth Management. He is responsible for the design and monitoring of high-net-worth portfolios for individuals, families, and institutions. With over 15 years of experience in the Financial Industry, Jeff partners with Wealth Advisors, Financial Planners, and Trust Advisors to design portfolio solutions around client goals and objectives. He also provides on going analysis of Economic conditions, Market trends and their impact to client’s portfolios.
Jeff started his career with Comerica where he was an Investment Strategist / Investment Associate, responsible for investment analysis, market research, and trading of client portfolios. Prior his current role, Jeff worked as a Financial Planner at SGH Wealth Management where he provided on-going financial planning in various disciplines including retirement, investments, tax, and estate.
Jeff holds a Bachelor of Arts in Accounting from Hope College in Holland, MI and he is also credentialled as a Certified Financial Planner™ (CFP®). Jeff and his wife Kristin, and two boys, Judd and Reid reside in Grosse Pointe Park, MI. In his free time, Jeff enjoys cycling, umpiring baseball, golfing, and spending as much time as possible with his family.
Comerica Wealth Management consists of various divisions and affiliates of Comerica Bank, including Comerica Bank & Trust, N.A., Comerica Insurance Services, Inc. and its affiliated insurance agencies.
Where non-deposit investment products are used, such investment products are not insured by the FDIC; are not deposits or other obligations of Comerica Bank or any of its affiliates, parent or subsidiaries (“Comerica”) and are not guaranteed by Comerica, and are subject to investment risks, including possible loss of the principal invested.
Comerica Bank and its affiliates do not provide tax or legal advice. Please consult with your tax and legal advisors regarding your specific situation.
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Jeff will be in touch soon.
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