Back to All People

Client Advisory

Biography

Jeremy Davis is the Director of Risk Management and a Partner in the Louisville office. He has over 19 years of experience in placing various insurance products such as life insurance, disability insurance, long term care and annuities. He specializes in permanent estate gifting and tax mitigation strategies for high-net worth individuals as well as employer group benefit plans and non-qualified plan design and funding. Jeremy is a member of the firm’s Shared Services Team.
Prior to joining Cerity Partners, Jeremy served as the head of business and succession planning at ARGI Financial Group. He began his career preparing corporate and business tax returns before working with corporate executives through personal financial planning. After a few years he began working within ARGI’s risk management division placing insurance policies directly with clients and working with small business owners helping them transition their businesses to the next generation of ownership.
In his spare time, Jeremy enjoys playing his guitar, making BBQ on his smoker, traveling and spending time with friends and family.

Education

  • B.S. in Finance from the University of Louisville

Highlights

  • CERTIFIED FINANCIAL PLANNER®
  • Certified Exit Planner™
  • Volunteer with Special Olympics Kentucky, Ronald McDonald House, and Angel Tree (Salvation Army prison fellowship program)

Request an Introduction to Jeremy Davis

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.

Meet Our Client Advisory Colleagues

Your Introduction to an Expert Financial Partner Awaits

Our Concierge Program offers a simple, personalized approach to finding your ideal financial advisor.

Schedule your complimentary 30-minute discovery call so we can understand your unique financial and life goals and match you with the advisor most well suited to help.

Team member's headshot

Dustin Ribergaard

Lead Concierge

Our Concierge Program offers a simple, personalized approach to finding your ideal financial advisor.

Schedule your complimentary
30-minute discovery call.

Complete this form to schedule:

Book your meeting

This 30-minute call with me is designed to better understand your unique financial and life goals and match you with the advisor most well suited to help.

Looking forward to
speaking with you!

Lead Concierge

Dustin Ribergaard

Thank you for booking a meeting with us!

We look forward to connecting with you soon.

Here are some valuable insights to read before your meeting

Paul Chmielewski

Partner

Estate Planning

2024 Gift, Estate, and GST Tax Changes

Partner Paul Chmielewski highlights the gift, estate and GST tax changes for 2024.

Stephen Klingler

Principal

Individuals and Families

5 Things to Do in a Down Market

Volatile markets can shake the confidence of even the most committed long-term investors.  Starting with a comprehensive financial plan, understanding just how much risk you…

Paul Chmielewski

Partner

Estate Planning

A Guide to Charitable Gifting Options

Discover the power of purposeful giving with our guide on current charitable gifting options. Explore Private Foundations, Charitable Remainder Trusts, and Donor Advised Funds to…

Learn about our Privacy Policy

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.