Jeremy Zoladz

Jeremy Zoladz serves as a Managing Director of Wealth Solutions at Americana Partners, where he leads initiatives across advisor engagement, platform development, and strategic growth. He works closely with advisors and leadership to strengthen the firm’s capabilities, enhance client delivery, and support the continued expansion of the Americana platform.

Prior to joining Americana, Jeremy was with Dynasty Financial Partners, where he and his team led relationship management efforts for RIA’s and advisors across the Dynasty Network. In that role, he focused on building long-term partnerships and supporting both RIA’s and individual advisors in the growth and development of their businesses.

Earlier in his career, Jeremy served as an Institutional Consultant and Corporate Retirement Director with Graystone Consulting, a business of Morgan Stanley, where he advised on retirement and wealth planning strategies for institutions, families, and business owners. His work included a focus on multigenerational wealth planning, family enterprises, philanthropic initiatives, and financial education. He also played an active role in business development and the recruiting, training, and mentorship of financial advisors.

Jeremy began his career as a Financial Advisor at Morgan Stanley. He earned a Bachelor of Arts in Economics from DePauw University and a Master of Business Administration from The Ohio State University. He has also earned the Chartered Retirement Plans Specialist℠ designation from the College for Financial Planning.