Jeremy Cooley Email & Phone Number
VP of Wealth Management @ FAIRWINDS Credit Union
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Jeremy Cooley Location
- Orlando, FL, US
Jeremy Cooley Work
- 2025 -now Financial Advisor @
- 2021 -now VP of Wealth Management @
- 2021 -2025 Financial Advisor @
- 2020 -2021 Financial Consultant @
- 2019 -2021 Wealth Advisor @
- 2016 -2020 Financial Consultant @
Jeremy Cooley Education
- The American College of Financial Services
Certified Financial Planner (CFP®) Program
- Lafayette College
A.B. Economics; A.B. Environmental Studies
- College for Financial Planning
Accredited Wealth Management Advisor (AWMA®) (Financial Planning and Services)
- Blair Academy
Jeremy Cooley Skills
- Retirement Planning
- Wealth Management
- Employee Benefits Design
- Business Planning
- Estate Planning
- 401(k) Distribution Strategy
- Tax Effecient Investment Strategy
- Exit Strategies
- Insurance Planning
- Long Term Care Insurance
Jeremy Cooley Summary
- Jeremy Cooley, based in Orlando, FL, US, is currently a VP of Wealth Management at FAIRWINDS Credit Union. Jeremy Cooley brings experience from previous roles at LPL Financial, CUSO Financial Services, LP, Equitable Advisors and Surgeons Capital Management. Jeremy Cooley holds a Certified Financial Planner (CFP®) Program @ The American College of Financial Services. With a robust skill set that includes Retirement Planning, Wealth Management, Employee Benefits Design, Business Planning, Estate Planning and more. Jeremy Cooley has 2 emails and 3 mobile phone numbers on RocketReach.
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