Jeremy R George Cfp ®

Jeremy R George Cfp ® Email and Phone Number

Managing Partner at George-Wellons Wealth Group @ George-Wellons Wealth Group
Brentwood, Tennessee
Jeremy R George Cfp ®'s Location
Franklin, Tennessee, United States, United States
Jeremy R George Cfp ®'s Contact Details

Jeremy R George Cfp ® work email

Jeremy R George Cfp ® personal email

n/a

Jeremy R George Cfp ® phone numbers

About Jeremy R George Cfp ®

Jeremy R. George, co-founder and financial planner with George Wealth Group, is passionate about being an advocate for his clients’ financial goals. He believes his purpose is to help them be the best steward of their wealth, and to use this wealth not as the endgame, but as a conduit for a more fulfilling life. Through financial planning strategies that incorporate investment, tax, gifting, and estate planning, Jeremy helps maximize his clients’ impact now and the legacy they leave later.He and Eric Wellons established their firm to provide independent concierge level service to families and small businesses in a clear, no nonsense way. As fiduciaries, they proactively look out for their clients’ best interests at all times. Jeremy is a Middle TN native and lives in Brentwood TN with his wife Hannah and their six children; Ella, Miles, Griffin, Trulie, Hogan, and Maven. Jeremy graduated from Lipscomb University and has almost 20 years of experience in the investment industry. In his spare time, Jeremy enjoys spending time with his family and friends, working in the yard, exercising, coaching youth sports, anything outdoors, and living out his faith by serving others.

Jeremy R George Cfp ®'s Current Company Details
George-Wellons Wealth Group

George-Wellons Wealth Group

View
Managing Partner at George-Wellons Wealth Group
Brentwood, Tennessee
Employees:
3
Jeremy R George Cfp ® Work Experience Details
  • George-Wellons Wealth Group
    Managing Partner
    George-Wellons Wealth Group Aug 2018 - Present
    8115 Isabella Ln Ste. 1 Brentwood, Tn 37027
    -Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency. George-Wellons Wealth Group, 8115 Isabella Ln. Ste. 1 Brentwood, TN 37027, 615-599-2702. The Financial Advisor associated with this profile may only discuss or transact business with residents of states in which they are properly registered. No offers may be made or accepted from any resident of any other state. Please check FINRA’s Broker Check for a list of current registrations. Review our Terms of Use: www.commonwealth.com/termsofuse.html
  • Southwestern Investment Group / Raymond James
    Certified Financial Planner Tm Practitioner / Wealth Advisor, Rjfs
    Southwestern Investment Group / Raymond James May 2004 - Aug 2018
    Franklin, Tn
    Southwestern Investment Group

Jeremy R George Cfp ® Skills

Retirement Planning Series 7 Strategic Financial Planning

Jeremy R George Cfp ® Education Details

Frequently Asked Questions about Jeremy R George Cfp ®

What company does Jeremy R George Cfp ® work for?

Jeremy R George Cfp ® works for George-Wellons Wealth Group

What is Jeremy R George Cfp ®'s role at the current company?

Jeremy R George Cfp ®'s current role is Managing Partner at George-Wellons Wealth Group.

What is Jeremy R George Cfp ®'s email address?

Jeremy R George Cfp ®'s email address is je****@****mes.com

What is Jeremy R George Cfp ®'s direct phone number?

Jeremy R George Cfp ®'s direct phone number is +161577*****

What schools did Jeremy R George Cfp ® attend?

Jeremy R George Cfp ® attended Lipscomb University.

What skills is Jeremy R George Cfp ® known for?

Jeremy R George Cfp ® has skills like Retirement Planning, Series 7, Strategic Financial Planning.

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