Jeremy Eppley Email & Phone Number
Founder and CEO @ Silverstone Financial LLC
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Jeremy Eppley Location
- Owings Mills, MD, US
Jeremy Eppley Work
- 2021 -now Founder and CEO @
- 2021 -now Private Wealth Advisor @
- 2025 -now Board Member @
- 2024 -2024 Adjunct Professor @
- 2020 -2021 Paraplanner and Investment Specialist @
- 2019 -2020 Financial Planning Assistant @
Jeremy Eppley Education
- Yale School of Management
(Certified Private Wealth Advisor® Education Program)
2023-2024 - College for Financial Planning
Master of Science - MS (Personal Financial Planning)
2022-2023 - Towson University
Bachelor of Science - BS (Honors College, Dean's List, TU Investment Group)
2018-2021 - Richard Montgomery High School
Maryland High School French Bilingual Diploma (DECA, Innovate Entrepreneurship Club, French Honors Society)
2014-2018 - International Baccalaureate
IB Magnet Diploma from Richard Montgomery High School
2014-2018 - Yale University
National Student Leadership Conference (Business & Entrepreneurship)
2017-2017 - The American College of Financial Services
Various Designations
Jeremy Eppley Skills
- Private Wealth Management
- 401(k) Retirement Savings Plans
- Retirement Planning
- Entrepreneurship
- Portfolio Management
- Financial Analysis
- Computer Science
- Sales
- First Aid
- Piano
- Spreadsheets
- Finance
- Financial Planning
- Microsoft Office
- Google Docs
- Microsoft Excel
- Java
- Python (Programming Language)
- Microsoft Word
- Customer Service
- Team Leadership
- French
- English
- Ultimate Frisbee
Jeremy Eppley Summary
- Jeremy Eppley, based in Owings Mills, MD, US, is currently a Founder and CEO at Silverstone Financial LLC. Jeremy Eppley brings experience from previous roles at Silverstone Financial LLC, Financial Planning Association of Maryland, Towson University and Ameriprise Financial Services, LLC. Jeremy Eppley holds a 2023 - 2024 Yale School of Management. With a robust skill set that includes Private Wealth Management, 401(k) Retirement Savings Plans, Retirement Planning, Entrepreneurship, Portfolio Management and more. Jeremy Eppley has 3 emails and 1 mobile phone numbers on RocketReach.
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