As an Edward Jones financial advisor, I believe it is important to invest my time and knowledge into understanding what is important to you and your family. I use an established process to help build personalized strategies to achieve individualized goals. We will partner together throughout all stages of life to keep you on track. Working closely with the clients and their CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also assist with retirement savings strategies, so one has more options as they make this next step into the future.
As a 2001 graduate of James Madison University, I hold a degree in quantitative finance with minors in mathematics and economics. I joined Edward Jones as a financial advisor in 2013, opening the firm's second branch office in South Hill.
My Branch Office Administrator, Jenel Lynch, has 19 years of experience in a corporate environment and holds an associate degree in business management. She is dedicated to providing clients with the highest level of service possible. Reach out to her with questions concerning statements, dividends, stock certificates or account questions and concerns, or to set up an appointment with me.
Our goal is to always provide comprehensive personalized service to all of our clients. All aspects of our business are aligned to help us better understand and meet the unique goals and needs of our clients.
On a personal note; my wife, Tiffany, and I were both raised in Mecklenburg County, VA, where we currently reside with our two children, Cameron and Olivia. I am currently active in a variety of business and civic affairs in Mecklenburg County. I am a former president and current board member of the South Hill Chamber of Commerce as well as a board member of the South Hill Community Development Association.
My Personal Interests
- Spending Time with Family
- Community Outreach
- Coaching Sports
Phone NumberJeremy Lynch at (434) 447-2534
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More