About Jeremy
Serving the Louisville area, Jeremy provides the personalized investment guidance you need to help make your financial goals a reality. Using a personalized, one-on-one approach, Jeremy works closely with you to develop an investment plan that works for your unique objectives.
Professional Experience
Jeremy has been in the financial industry in 2007. For the last 10 years Jeremy has worked in the commercial finance segment of banking. Jeremy, along with his team of experts, focus on managing the assets of high earners. Jeremy is able to provide financial advice that addresses the entirety of a person’s financial life; including investment management, accounting and tax strategy consulting, estate planning, retirement planning, and more. With Jeremy's background in commercial finance and a strong focus on business owners/executives, Jeremy is able to develop, and initiate, plans both on the personal side and the client’s business. Whether that is to grow a balance sheet for a future sale, provide a stable business plan for the next generation, or just to increase cash flow. All while ensuring that the client is set up for protection and success on the personal side.
Education
Lourdes University, Sylvania, OH - B.A. Business Administration, Management, Marketing.
Licenses & Professional Designations
- Life Insurance
About Fifth Third Private Bank
With over 100 years of wealth planning experience, Fifth Third Private Bank delivers access to sophisticated investment solutions and challenges you to achieve the outcomes you desire. Our approach starts by understanding that each client is unique. Using a dedicated team approach, Fifth Third Private Bank collaborates to build plans centered around each individual and family. And because we have found many successful people may leave aspects of their plan unaddressed, our work doesn’t stop there. We continue to help you focus and manage your wealth as our relationship with you progresses.
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