Jeremy Threlkeld

Vice President @Nashville Private Wealth Management

Nashville, TN, US
MOBILE NUMBERS
+19•••••••05

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WORK HISTORY

Feb 2016 — Present

Vice President @Nashville Private Wealth Management

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Nashville, TN, US

EDUCATION

2008 — 2013

The University of Tennessee at Chattanooga

Bachelor of Applied Science (B.A.Sc.)

SKILLS

Estate Tax PlanningManagementBusiness AnalysisEquitiesRetirement PlanningFinancial ServicesSecuritiesEstate PlanningFixed IncomeAsset AllocationUniversal LifeIncome ProtectionInvestmentsWealth ManagementAsset ProtectionVariable AnnuitiesInsuranceAsset ManagementWealth TransferWealth AccumulationBusiness PlanningEstate PreservationRetirement Income StrategiesProperty & Casualty InsuranceFinancial AnalysisMutual FundsTrust ManagementSmall Business Financial ManagementWealth Preservation PlanningReal Estate Investment Trust (Reit)Investment AdvisoryLife InsuranceStrategic PlanningCustomer ServiceInvestment Advisory ServicesSpecial Needs TrustsInvestment ManagementWhole Life InsuranceRetirementRisk Management

ABOUT JEREMY THRELKELD

Vice President at Nashville Private Wealth Management. My role as an advisor takes a very hands on, in depth approach to holistic financial planning for the affluent and retirees. At NPWM, we look at an individual\'s whole financial picture from portfolio and tax management to retirement, asset protection, and estate planning. My approach aims to mitigate market risk and exposure while focussing on long term growth and capital appreciation to secure every phase of a financial plan.

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