Miroslav "MJ" is a member of our Client Services Team. His duties include assisting with setting up new accounts and researching and resolving customer concerns. He also provides support to our Director of Trading.
Before joining Ullmann Wealth Partners, Miroslav worked as a Client Relationship Manager with Congruent Wealth, a Jacksonville-based wealth management firm. Prior to that, he spent five years working as a High-Net-Worth Representative with Fidelity Investments. This combination of work experience makes MJ a wonderful addition to our client services team.
MJ earned his BS in Business Administration in Finance and Financial Services from the University of North Florida.
In his spare time, Miroslav enjoys working out, traveling, and spending time at Disney with his wife, daughter, and son.