Jeremy Head is a wealth management financial advisor based in New Orleans, LA.
Jeremy joined CAPTRUST in 2023 from Southern Wealth Management. He serves as a principal and supports clients through estate planning as well as tax planning and compliance.
He holds a Bachelor of Arts in English from Davidson College and a Juris Doctor from Louisiana State University Law Center. Outside of work, Jeremy enjoys traveling with family, playing golf and tennis, and hunting and fishing.
Education
- Bachelor of Arts in English from Davidson College
- Juris Doctor from Louisiana State University Law Center
Industry Designations
- Certified Public Accountant
- CERTIFIED FINANCIAL PLANNER™
Industry Involvement
- Member – New Orleans Estate Planning Council
- Louisiana Society of Certified Public Accountants
