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Our financial advice team


Jeremy Reese Ameriprise Financial Advisor

Jeremy Reese

Financial Advisor

Element Wealth Advisors
18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Wealth Preservation Strategies
  • Financial Strategies for LGBTQ Couples and Families
  • Investments
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Domestic Partner Planning
  • Insurance
  • Retirement Plan Distribution
  • Women's Financial Strategies
  • Employee Stock Options
  • Retirement Planning Strategies
  • Estate Planning Strategies

Interests

Jeremy is an energetic person and likes being involved with the community. He enjoys different cuisines, fitness, automobiles, historic preservation and architecture, traveling and current events. He is a strong advocate for arts organizations in Atlanta.

Spending time with family and friends is important to him, as well as volunteering with local non-profits. Jeremy is environmentally mindful and is curious about history, technology, science, health care and government. When he is home in Midtown Atlanta, he can be found maintaining his yard, working on a home project, cooking and reading or listening to a variety of music.

Community participation

  • Human Rights Campaign - Federal Club Member
  • AID Atlanta - LOOP Member
  • Environmental Action
  • The Salvation Army
  • The Atlanta Community Food Bank
  • Atlanta Humane Society
  • The Leukemia and Lymphoma Society Georgia Chapter
  • The Clean Air Campaign
  • The Georgia Trust - Sponsor and Member
  • St. Vincent de Paul Georgia
  • CURE Childhood Cancer - Sponsor
  • Historic Atlanta
  • Voices of Note - Board of Directors

Awards & recognition

  • Ameriprise Circle of Success, 2018
  • Five Star Wealth Manager, 2012-2016

Education

  • BS - Economics, The University of North Carolina at Charlotte 2002,
  • Economic Studies - Lancaster University School of Management, Lancaster England 2001
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