2 weeks ago
Carlyle Joins GTCR As Strategic Investor in CAPTRUST
CAPTRUST announced a minority growth investment from funds managed by...
- With CAPTRUST Since 2023
- 504.799.3170
-
601 Poydras Street #1855
New Orleans, LA 70130
Jeremy T. Head, CPA, CFP®
Principal
- New Orleans, LA
- Shadow of the Wind by Carlos Ruiz Zafon
- My grandfather, Winston Churchill, and Warren Buffett
- Love the life you live. Live the life you love. – Bob Marley
- Gentle, generous, truthful, kind, and brave
Financial Advisors
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 FINANCIAL PLANNER™ (CFP®)
- Certified Public Accountant (CPA)
Industry Involvement
- Member – New Orleans Estate Planning Council
- Louisiana Society of Certified Public Accountants
News & Resources
Announcements
In the Community
1 month ago
CAPTRUST Community Foundation Supports 76 Nonprofits on Giving Day
Fourth Annual Giving...
Announcements
3 months ago
San Antonio’s Southern Wealth Management Joins CAPTRUST
Bolsters Firm’s Presence in Texas and...
Wealth Management
4 months ago
Donating Appreciated Securities and Donor-Advised Funds
When most people think about giving to a charity, the...
