Jeremy Riggs, CFP®

I was born and raised in Jacksonville. Before joining the world of finance, I began my career in telecommunications with AT&T, spending twelve years in various roles and states in the southeast. I have always had a passion for finances, often finding myself being asked monetary-related questions while in the field.

As a CERTIFIED FINANCIAL PLANNER™, I am proud to hold our industry’s highest certification. I also have a Bachelor’s in Business Administration & Finance which was put to use while running a small real estate company.

I moved back to Florida to begin a career in finance with Fidelity Investments. From working in a trading team to workplace benefits, I sought out roles that would build the knowledge my future clients need. In my last role with Fidelity, I was an Executive Service advisor for two S&P 500 companies, helping to manage over 1000 households with 1.2 billion in assets.

Outside of work, I enjoy spending time with my family, visiting national parks, restoring my classic Jeep Gladiator, taking on house remodeling projects and gardening.

I believe my diverse professional background, spanning 20 years in both blue and white collar fields, and as a business owner allows me to help clients in any walk of life.

Check out some of my videos below and schedule an introductory call to see if we would be a good fit.