Jeremy P. Hutzel, CFP<sup>&reg;</sup> - Financial Advisor

Jeremy P. Hutzel, CFP®

CFA,

Managing Partner

Seven Springs Wealth Group

340 Seven Springs Way, Ste 710
Brentwood, TN 37027
FINANCIAL ADVISOR'S WEBSITE
(615) 370-1253 CONNECT WITH Jeremy
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General

Jeremy Hutzel is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Seven Springs Wealth Group in Brentwood, TN and the surrounding communities.

Financial Advisor Overview

As Managing Partner of Seven Springs Wealth Group, Jeremy's primary responsibility is guiding our clients through complex financial decisions. He also enjoys managing the investment portfolio, developing new relationships, and fostering company culture.

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Financial Advisor Experience

Jeremy began his career in 2005 working in investment research and portfolio administration. In 2012 he seized the opportunity to become co-owner with company founder Amy Chubbs, CFP® and managed the day-to-day business operations and strategy. After four years of growth, Jeremy became sole owner through a strategic succession plan with Amy. Today, reborn as Seven Springs Wealth Group, they gratefully manage wealth for a growing number of families, executives, entrepreneurs, and those living abroad through an experienced team of investment professionals. Jeremy previously served on the board of the CFA Society of Nashville and the board of the Financial Planning Association (FPA) of Middle Tennessee. Jeremy graduated from Belmont University with a BBA in Finance. He holds a Certificate of Financial Planning from Boston University and is a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner. Additionally, he earned the right to use the Chartered Financial Analyst (CFA) designation through completing a rigorous graduate-level self-study program offered by the CFA Institute. He is also licensed in life, health, and variable insurance.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Analyst (CFA)

Insurance Licenses

  • Life insurance: CA, MS, TN

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Seven Springs Wealth Group (“SSWG”) is an investment adviser registered with the US Securities and Exchange Commission (SEC). Registration of an investment adviser does not constitute an endorsement of the firm by the SEC nor does it imply any specific level of skill or training. SSWG only transacts business in states in which it is properly registered or is excluded or exempted from registration. A copy of SSWG’s current written disclosure brochure filed with the SEC, which discusses, among oth

Financial Advisor's Specialties

Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation, Cross-border Planning, Estate Planning, Investment Management, Long-term Care, Personal Taxes

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Helpful Financial Planning Resources