8. Jeremy-T.-Head

PARTNER

TAX

Jeremy T. Head

601 Poydras Street, Suite 1855
New Orleans, LA 70130
jeremy.head@southernwealth.com
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T: 504.799.3170
F: 504.799.3179

  • Leads the firm’s Estate and Gift Tax Compliance group with a focus on income, estate, gift and generation-skipping transfer tax consulting
  • Joined Southern Wealth Management in 2007
  • Previously with Ernst & Young and Arthur Andersen
  • Bachelor of Arts in English from Davidson College
  • Juris Doctorate from Louisiana State University Law Center
  • Licensed Certified Public Accountant
  • CERTIFIED FINANCIAL PLANNER™
  • Board Member and Treasurer of The Preservation Resource Center
  • Past Board Member and Treasurer of Trinity Episcopal School and Legacy Donor Foundation
  • FINRA licensed – Series 7, 24, 63, 65