PARTNER
TAX
Jeremy T. Head
601 Poydras Street, Suite 1855
New Orleans, LA 70130
jeremy.head@swm.hmidev.net
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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