Wealth Planner
Jeremy is a Wealth Planner for Bragg Financial Advisors. In this role, he prepares retirement and cash flow studies and helps clients with financial planning decisions.
Before joining Bragg Financial, Jeremy spent more than ten years at Wells Fargo in various roles within operational risk and wealth management. Most recently, he served as an executive director within Data Management Risk. Prior to that, he served as an associate financial advisor supporting a premier team within the Private Client Group of Wells Fargo Advisors. Earlier in his career, Jeremy worked at Bank of America, including over two years in commercial banking as a credit analyst and one year in operational risk within the commercial bank.
A native of Matthews, North Carolina, Jeremy earned his Bachelor of Science in Business Administration with a Minor in Psychology from North Carolina State University. He is also a Chartered Financial Analyst (CFA) Charterholder.
Jeremy and his wife live in Matthews with their three children. He enjoys spending time outdoors in a variety of pursuits, including exercising, playing sports, and traveling. Favorite destinations include national parks, the North Carolina mountains, and Ocean Isle Beach. When he is not attending his kids’ events, Jeremy enjoys reading, playing card games, and spending time with family and friends. Jeremy is also active in his local church, where he regularly volunteers to serve his community.
Responsibilities
- Wealth Planner
Education & Professional Experience
- BS in Business Administration, NC State University
- CFA – Chartered Financial Analyst
Experience
- 14 years industry experience
- First year on Bragg team
- Wells Fargo Bank – Executive Director, Data Management Risk
- Wells Fargo Advisors–Financial Advisor
- Bank of America–Portfolio Management Officer
Outside Interests
- Outdoor exploration
- Travel
- Time with family and friends