Jeremy J. Mcdaniel
Jeremy joined Boulay Financial Advisors, LLC in 2019 and transitioned to his role as a portfolio analyst in 2025. He manages the daily maintenance of clients’ portfolios and focuses on continuing financial education to further his professional development. Jeremy finds inspiration and motivation from setting clients up for current and future financial success that passes down from generation to generation. During his time in the United States Marine Corps, Jeremy learned invaluable skills about the work ethic needed to succeed in both his career and life. Prior to his career in financial services, he worked in the disability insurance industry, and he’s found that Boulay offers him a healthier work-life balance, allowing him to spend time with his family.
EDUCATION
- University of South Florida — B.A. in Criminology
PERSONAL INTERESTS
- Spending time with his wife and two kids
- Barbecuing
- Camping
- Hiking
- Working out
HONORS & AWARDS
- United States Marine Corps — Two Certificates of Commendation, Three Letters of Appreciation, Meritorious Mast, Good Conduct Medal
PUBLICATIONS
- Piracy and Intellectual Property Theft in the Internet Era, Encyclopedia of Information Science and Technology, Fourth Edition, 2018 — Co-Author
FAVORITE BOOK
- Anything written by his favorite author, Dean Koontz