Founder & Financial Planner
Current
2021 - Present
~5 yrs 6 mos
AeroLeads people directory · profile
Jeremy Eppley Email & Phone Number
CFP®, CPWA®, MSFP, etc. | Founder & Financial Planner | Specializing in Inheritance & Gift/Estate Planning Strategies
at
Silverstone Financial LLC
1 work email found
@silverstone.financial
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 86%
Current company
Role
CFP®, CPWA®, MSFP, etc. | Founder & Financial Planner | Specializing in Inheritance & Gift/Estate Planning Strategies
Location
Owings Mills, Maryland, United States
Who is Jeremy Eppley? Overview
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Quick answer
Jeremy Eppley is listed as CFP®, CPWA®, MSFP, etc. | Founder & Financial Planner | Specializing in Inheritance & Gift/Estate Planning Strategies at Silverstone Financial LLC, based in Owings Mills, Maryland, United States. AeroLeads shows a work email signal at silverstone.financial and a matched LinkedIn profile for Jeremy Eppley.
Jeremy Eppley previously worked as Founder & Financial Planner at Silverstone Financial Llc and Adjunct Professor at Towson University. Jeremy Eppley holds Certified Private Wealth Advisor® Education Program from Yale School Of Management.
Company email context
Email format at Silverstone Financial LLC
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{first}@silverstone.financial
86% confidence
AeroLeads found 1 current-domain work email signal for Jeremy Eppley. Compare company email patterns before reaching out.
Profile bio
About Jeremy Eppley
CFP®, CPWA®, MSFP,AIF®, APMA®, CRPC®, MPAS®I’m a fee-only fiduciary financial planner and investment manager based in Maryland, serving clients virtually across the country. I specialize in helping individuals who have recently received an inheritance use their newfound wealth effectively, as well as helping families who are interested in leaving money to loved ones or charities tax-efficiently.Learn why it is important to work with a Fee-Only & Fiduciary financial planner: https://www.silverstonefiduciary.com/
Current workplace
Jeremy Eppley's current company
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5 roles · 8 years
Jeremy Eppley work experience
A career timeline built from the work history available for this profile.
Adjunct Professor
CurrentFPLN 341: Fundamentals of Financial Planning - Fall Semester 2024
2024 - Present
~2 yrs 6 mos
Incoming 2025 Board Member
CurrentMember of the NexGen & Education committees
Dec 2024 - Present
Paraplanner & Investment Specialist
2020 - 2021
~1 yr
Financial Planning Assistant
2019 - 2020
~1 yr
6 education records
Jeremy Eppley education
Certified Private Wealth Advisor® Education Program
Yale School Of Management
Master Of Science - Ms, Personal Financial Planning
College For Financial Planning
Bachelor Of Science - Bs, Business Administration, Concentration In Investments
Towson University
Maryland High School French Bilingual Diploma
Richard Montgomery High School
Ib Magnet Diploma From Richard Montgomery High School
International Baccalaureate
National Student Leadership Conference, Business & Entrepreneurship
Yale University
FAQ
Frequently asked questions about Jeremy Eppley
Quick answers generated from the profile data available on this page.
What company does Jeremy Eppley work for?
Jeremy Eppley works for Silverstone Financial LLC.
What is Jeremy Eppley's role at Silverstone Financial LLC?
Jeremy Eppley is listed as CFP®, CPWA®, MSFP, etc. | Founder & Financial Planner | Specializing in Inheritance & Gift/Estate Planning Strategies at Silverstone Financial LLC.
What is Jeremy Eppley's email address?
AeroLeads has found 1 work email signal at @silverstone.financial for Jeremy Eppley at Silverstone Financial LLC.
Where is Jeremy Eppley based?
Jeremy Eppley is based in Owings Mills, Maryland, United States while working with Silverstone Financial LLC.
What companies has Jeremy Eppley worked for?
Jeremy Eppley has worked for Silverstone Financial Llc, Towson University, Financial Planning Association Of Maryland, and Ameriprise Financial Services, Llc.
How can I contact Jeremy Eppley?
You can use AeroLeads to view verified contact signals for Jeremy Eppley at Silverstone Financial LLC, including work email, phone, and LinkedIn data when available.
What schools did Jeremy Eppley attend?
Jeremy Eppley holds Certified Private Wealth Advisor® Education Program from Yale School Of Management.
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