Jeremy L. Stanley
Tel: (336) 793-2254
Fax: (336) 714-7401
E-mail: [email protected]
Our mission is to inspire our clients in making informed decisions through education, communication and service that exceeds their expectations.
Jeremy comes to Private Advisor Group with over two decades of experience as a financial advisor working with a variety of individuals and small businesses. He is a Certified Financial Planner® certificant and, as such, has met rigorous accreditation and professional standards set by the CFP® Board. Through this process he has agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients. He also holds the Accredited Investment Fiduciary designation, further cementing his commitment to working towards the best interests of his clients.
Jeremy tries to live his life by this quote from Theodore Roosevelt, “It behooves every man to remember that the work of the critic is of altogether secondary importance, and that, in the end, progress is accomplished by the man who does things.” It is Jeremy’s passion to help his clients ignore the critics and strive for financial independence.
Jeremy currently holds series 6, 7, 24 and 63 registrations through LPL Financial, and series 65 registration through Private Advisor Group, LLC. He is also licensed in life, health, disability and long term care insurance. He has been named to the Chairman’s Club at LPL Financial each year from 2008 through 2015. This distinction is based on a ranking of all registered advisors supported by LPL Financial and is awarded to less than six percent of the firm’s approximately 13,600 advisors nationwide based on annual production. He was named a 2014 Five Star Professional Wealth Manager after being evaluated on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors.*
Jeremy is a member of the Winston-Salem Estate Planning Council, the Wake Forest Planned Giving Advisory Council, and is President of the Board of CareNet. Additionally, he is a member of the Financial Services Institute and a Toastmaster.
When he’s not working, Jeremy enjoys leisure time with his wife Sara, and children, Lauren, Hollyn and Landon. He is an avid reader and appreciates fine wines. Travel is also a passion and he often returns home with a “piece of the culture,” adding to his great collection of rocks.
* Wealth managers do not pay a fee to be considered or placed on the final list of 2014 Five Star Wealth Managers.