Jeremy has 19 years of professional experience and previously served as managing member of Elliott Davis Wealth Management, a firm he started in 1999. He built that firm to more than $200M in assets under management until its 2008 merger and the formation of Elliott Davis Investment Advisors. Jeremy focuses on managing the firm as well as providing comprehensive financial, estate and wealth management solutions for the customized needs of clients. Jeremy and his team assist with determining income needs at retirement, investing the proceeds of a business sale, saving for college education, estate planning, and investment analysis and management.

Education, Credentials and Special Training
Certified Public Accountant
Certified Financial Planner
Master of Accountancy, University of South Carolina
B.S.B.A, Finance, University of South Carolina

Affiliations and Activities
American Institute of Certified Public Accountants
South Carolina Association of Certified Public Accountants
Financial Planning Association
Founder and Past President, SC Jump$tart Coalition
Alumnus, Leadership Greenville, Greenville Chamber of Commerce
     “Best and Brightest 35 and Under,” Greenville, 2005

Thought Leadership
Numerous published articles on tax planning, business valuation, the      accountant’s role in litigation, and others
Former Exam Writer, American Institute of Certified Public Accountants Accredited      in Business Valuation Exam