portrait of Jeremy Noel

About Jeremy

Wealth, to me, is the ability to fully experience life.

Are you managing your money in a way that improves your life?
How on track are you to achieve your life's goals?
What is your strategy for paying less taxes in retirement and beyond?

We partner with our clients to help identify, achieve and maintain their ideal lifestyle, all while reducing the risk of both running out of money and leaving the IRS a tip.

What our clients expect from us:

1) Partnership: We will work with you to help you achieve the best life possible.
2) Organization: We will help bring order to your...

Focus Areas

  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Charitable Giving
  • Insurance & Annuities
  • Portfolio Reviews

Work History

  • Edward JonesJuly 2019 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • CEPA®

    Certified Exit Planning Advisor®

Education

  • University of VirginiaMBA (Masters of Bus Admin)
  • VA Commonwealth UniversityBachelor of Science

Personal Interests

  • Spending Time with Family
  • Traveling
  • Skydiving
  • Pets
  • Outdoor Enthusiast

Team Members

  • Heather Damewood
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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