Jeremy Davis, CFP®, CExP™

Senior Principal

Louisville

Client Advisory

Biography

Jeremy Davis is the Director of Risk Management and a Senior Principal 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)

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