Jeremy P. Hutzel, CFP<sup>&reg;</sup> - Financial Advisor

Jeremy P. Hutzel, CFP®

CFA,

President

Seven Springs Wealth Group

340 Seven Springs Way, Ste 710
Brentwood, TN 37027
FINANCIAL ADVISOR'S WEBSITE
(615) 370-1253 CONNECT WITH Jeremy
  • linkedin link

General

Jeremy Hutzel is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Seven Springs Wealth Group in Brentwood, TN and the surrounding communities.

Financial Advisor Overview

Regardless of our firm's accomplishments, the most rewarding part of my job is helping our clients achieve their wealth management goals, whether it's retiring comfortably, supporting their families, or leaving a proud legacy.

More

Financial Advisor Experience

Jeremy is the President at Seven Springs Wealth Group, where he is responsible for the company’s overall direction, assists clients with complex financial decisions, and leads the Family Office Services Suite. He began his career in financial services in 2005, working in investment research and portfolio administration. In 2012, he became a partner at the firm, managing business operations and strategic planning until he succeeded his fellow partner upon their retirement in 2016. Following the acquisition of Dreher and Associates in 2021, he established Seven Springs Wealth Group to assist families, executives, entrepreneurs, and plan sponsors manage their wealth strategies. In 2024, the firm acquired Prudent Street Financial Advisors, further expanding its services in corporate retirement plans. Jeremy graduated from Belmont University with a B.B.A. in Finance and is a CERTIFIED FINANCIAL PLANNER™, a Chartered Financial Analyst (CFA), and currently holds life, health, and variable insurance licenses. He has also served on the CFA Society of Nashville boards and the Financial Planning Association of Middle Tennessee.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®
  • Chartered Financial Analyst (CFA)

Insurance Licenses

  • Life insurance: CA, GA, KY, MS, TN

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Seven Springs Wealth Group (“SSWG”) is an investment adviser registered with the US Securities and Exchange Commission (SEC). Registration of an investment adviser does not constitute an endorsement of the firm by the SEC nor does it imply any specific level of skill or training. SSWG only transacts business in states in which it is properly registered or is excluded or exempted from registration.

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Cross-border Planning, Investment Management, Estate Planning, Limited Partnerships, Real Estate, Insurance, Stocks & Bonds, Tangible Assets, Long-term Care, Personal Taxes

More

Helpful Financial Planning Resources