Invite Jeremy to speak at your next event. 

Jeremy is a Wealth Advisor with LPL Financial, and the Branch Manager of two LPL Financial branch offices. As a Certified Financial Planner, CFP®, Jeremy has provided financial advice and guidance to his clients for over fifteen years.

Jeremy has been working with the NC Association of Nurse Anesthetists for over ten years and has been endorsed by the board of directors for providing retirement and investment services for their member CRNA's.  An advocate of education, Jeremy teaches SRNA’s the fundamental principles of financial management in preparing for graduation.  During these classes, taught at the Nurse Anesthesia Programs at Duke , Raleigh and Carolina's Medical Center, Jeremy addresses the unique monetary challenges faced by SRNA’s and outlines specific financial goals designed to position students for financial success following graduation.

Through his work with numerous CRNA clients over the past decade as well as his participation in SRNA financial management training, Jeremy is well versed on the financial opportunities available to those in this profession.  As a presenter at the 2010 & 2011 annual meeting of the NCANA, Jeremy imparts this wisdom to students and practicing nurse anesthetists. 

As a goal driven person himself, he has a passion for helping individuals work toward their goals of financial independence. Jeremy tries to live his life by this quote from Theodore Roosevelt; “It behooves every man to remember that the work of the critic is of altogether secondary importance, and that, in the end, progress is accomplished by the man who does things.” It is Jeremy’s passion to help his clients ignore the critics and become financially successful.

Jeremy is a member of the Winston-Salem Estate Planning Council, sits on the Board of Directors for CareNet of the Triad and is a sponsor for the Forsyth County Humane Society annual Fur Ball event.  In his spare time he enjoys spending time with his daughter, Lauren, traveling, reading, art and wine.

To invite Jeremy to speak at your function please contact: Cindy Edwards, Director of Client Relations at 336-714-7400 or email cindy.edwards@lpl.com

Knowledge. Integrity. Service.