Jeremy Ramsey

Senior Investment Portfolio Analyst

As an Investment Portfolio Specialist, Jeremy provides support and research in the development of the forward-thinking advice and comprehensive services required to manage the investments of our clients. He is also responsible for coordinating many of the aspects of the business. He holds the Series 7 and 66 licenses.

Jeremy began his career in the financial services industry at Morgan Keegan in 2009. Prior to that, he worked in the entertainment industry in Nashville and earned his bachelor's degree in economics and finance from Tennessee State University. In 2015, he completed his masters of business administration from Christian Brothers University.

Jeremy, his wife, Robin, and their daughters, Reese and Cecilia live in Memphis where they are volunteers at Le Bonheur Children's Hospital and members of Fellowship Bible Church.

 

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