Jeremy Eppley

Jeremy Eppley Email and Phone Number

CFP®, CPWA®, MSFP, etc. | Founder & Financial Planner | Specializing in Inheritance & Gift/Estate Planning Strategies @ Silverstone Financial LLC
Jeremy Eppley's Location
Owings Mills, Maryland, United States, United States
Jeremy Eppley's Contact Details

Jeremy Eppley work email

Jeremy Eppley personal email

n/a
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/

Jeremy Eppley's Current Company Details
Silverstone Financial LLC

Silverstone Financial Llc

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CFP®, CPWA®, MSFP, etc. | Founder & Financial Planner | Specializing in Inheritance & Gift/Estate Planning Strategies
Jeremy Eppley Work Experience Details
  • Silverstone Financial Llc
    Founder & Financial Planner
    Silverstone Financial Llc 2021 - Present
    View
  • Towson University
    Adjunct Professor
    Towson University 2024 - Present
    Towson, Md, Us
    FPLN 341: Fundamentals of Financial Planning - Fall Semester 2024
    View
  • Financial Planning Association Of Maryland
    Incoming 2025 Board Member
    Financial Planning Association Of Maryland Dec 2024 - Present
    Reisterstown, Md, Us
    Member of the NexGen & Education committees
    View
  • Ameriprise Financial Services, Llc
    Paraplanner & Investment Specialist
    Ameriprise Financial Services, Llc 2020 - 2021
    Minneapolis, Mn, Us
    View
  • Ameriprise Financial Services, Llc
    Financial Planning Assistant
    Ameriprise Financial Services, Llc 2019 - 2020
    Minneapolis, Mn, Us
    View

Jeremy Eppley Education Details

  • Yale School Of Management
    Yale School Of Management
    Certified Private Wealth Advisor® Education Program
  • College For Financial Planning
    College For Financial Planning
    Personal Financial Planning
  • Towson University
    Towson University
    Concentration In Investments
  • Richard Montgomery High School
    Richard Montgomery High School
    Maryland High School French Bilingual Diploma
  • International Baccalaureate
    International Baccalaureate
    Ib Magnet Diploma From Richard Montgomery High School
  • Yale University
    Yale University
    Business & Entrepreneurship

Frequently Asked Questions about Jeremy Eppley

What company does Jeremy Eppley work for?

Jeremy Eppley works for Silverstone Financial Llc

What is Jeremy Eppley's role at the current company?

Jeremy Eppley's current role is CFP®, CPWA®, MSFP, etc. | Founder & Financial Planner | Specializing in Inheritance & Gift/Estate Planning Strategies.

What is Jeremy Eppley's email address?

Jeremy Eppley's email address is je****@****nancial

What schools did Jeremy Eppley attend?

Jeremy Eppley attended Yale School Of Management, College For Financial Planning, Towson University, Richard Montgomery High School, International Baccalaureate, Yale University.

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