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Jeremy L. Meek, CFP®

Jeremy L. Meek, CFP®

Managing Director, Relationship Manager

Jeremy L. Meek leads our Financial Planning team, specializing in personal financial planning and tax planning strategies.  Notably, he has served as the lead of the Portfolio Management department, and as a tax and financial planner.  He received a Bachelor of Science - Business Administration degree in Finance from Shippensburg University.  He went on to complete the College of Financial Planning certificate program in Certified Financial Planning.  Jeremy maintains the Certified Financial Planner designation and has been an investment advisor representative of D’Orazio & Associates, from June of 2007 through April 2011, and from August 2014 through present day.  Within D’Orazio & Associates, Jeremy has taken on a relationship management role and is a primary point of contact for matters related to portfolio management, financial planning, and income tax planning. In his free time, he enjoys spending time with his wife and two young boys, traveling, running and watching sports with friends. 

What makes D'Orazio Advisors unique?

Our team approach. 

How is D'Orazio Advisors different from other places you've worked?

Small collaborative group.

How would you describe D'Orazio Advisors in one word? 

Dedicated

What's something you do every morning without fail?

Drink coffee

What do you value most in your friends?

Ease of friendship

Comedies or dramas?

Comedies

Cats or dogs?

Dogs

Beach or mountain vacation?

Beach


Professional credentials or designations should not be viewed as the sole determining factor in obtaining or retaining a financial adviser’s services. Please see our disclosure page for further information on the professional designations discussed on this webpage.

Disclosures