Jeremy T. Head, CPA, CFP®, is a principal at CAPTRUST, a position they assumed in 2023 after serving as a partner at Southern Wealth Management from 2007 to 2023. With a background in estate planning and tax compliance, Jeremy also held the role of senior manager at EY from 2001 to 2007. They earned a Bachelor of Arts in English from Davidson College and a Juris Doctor from Louisiana State University Law Center. In their free time, Jeremy enjoys traveling with family, playing golf and tennis, and engaging in hunting and fishing activities.
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