Jeremy is a Wealth Advisor with the David Wealth Management Group and a strategic resource of the Freitas Wealth Management Group. He brings a fresh perspective and a strong commitment to client success. As a newly licensed advisor, Jeremy is eager to apply his knowledge and develop his experience in the financial services industry.
With a keen interest in helping clients navigate their financial journeys, Jeremy collaborates closely with the Freitas Wealth Management Group to support our mission of providing personalized strategies and exceptional service. As his experience is increasing, his drive, dedication, and commitment to professional growth make him a valuable asset to the team.
Jeremy's educational background includes a bachelor's degree from the University of South Carolina's Darla Moore School of Business. This academic foundation, combined with his recent licensing as an advisor, has equipped him with the necessary skills and knowledge to assist clients in pursuing their financial goals
As a strategic resource, Jeremy works alongside the Freitas Wealth Management Group to develop personalized strategies that align with the client's aspirations. His goal is to provide guidance and support as clients accumulate and grow their assets, striving to help them pursue and maintain their individual financial objectives.
In his personal time, Jeremy enjoys cheering on his alma mater, the University of South Carolina, as a devoted Gamecocks fan. He also finds relaxation and enjoyment in playing golf and spending cherished moments with his family.
Jeremy Coliton is a dedicated advisor, ready to assist clients on their financial journey. While he may be a newly licensed advisor, his passion for client success, commitment to ongoing growth, and collaboration with the team make him a valuable resource for individuals seeking personalized financial guidance.
Education
- Bachelor of Science, University of South Carolina
Licenses
- Series 7 – General Securities License held through LPL Financial
- Series 63 and 66 – Uniform Securities Agent License held through LPL Financial and Stratos Wealth Partners
- Life and Health Insurance Licensed.