Jeremy T. Head, CPA, CFP®

Principal

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Biography
Education & Other Highlights
Location(s)

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

Resources

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