Jeremy Wilson

My Story Jeremy focuses on Investment strategy, estate strategy, concierge service, and coordinates financial plans with the clients other trusted advisors. Jeremy is a Financial Planning Specialist and has 15 years of experience serving affluent investors. In 2019 Jeremy was named to the Forbes Best in State Next-Gen advisor list. Jeremy served nearly 10 years in the Army with multiple overseas tours including Operation Iraqi Freedom II where he earned the Combat Action Badge. During his military service Jeremy attended Troy University and was accepted into Officer Candidate School. Jeremy is a Past President of his Rotary Club, Past Commodore of the Augusta Yacht Club, Past Chairman of the Distinguished Citizens Award, and serves on the Executive Board of the BSA Council. Hes a member of the Augusta Sailing Club and enjoys the outdoors, boating, sailing, coaching youth sports, and serving his community. He is married to Ashley Wilson, they have two kids, Elton and Ellie. 2019 Forbes Americas Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes Americas Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors) Source: Forbes.com (Awarded 2019). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.