Jeremy Weaver

Jeremy Weaver, CPA/PFS

Sr. Private Wealth Advisor, Partner
Greenville, SC
jeremy.weaver@bluetrust.com
(864) 233-7405
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Jeremy Weaver is a senior private wealth advisor for the Private Wealth division and partner of Blue Trust and serves his clients out of the office in Greenville, South Carolina.

As an experienced wealth advisor to individuals, families, businesses, and institutions, Jeremy uses his objective perspective to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. His goal is to help those he serves focus on the things that matter most to them. Jeremy and his team integrate financial planning, investment management, and trust services into financial plans tailored to his clients’ needs.

Prior to joining the company, Jeremy worked as an advisor at PlanFIRST℠. Before working in financial services, he was a senior manager at Ernst & Young in their Greenville office.

Jeremy graduated from Lander University with a BS in business administration. He went on to earn his master’s degree in professional accountancy from Clemson University. He is a Certified Public Accountant and a Personal Financial Specialist (PFS).

As an active member of the community, Jeremy is a member of the finance committee and the investment committee for the Greenville Chamber of Commerce. He attends his local church in the west end of downtown Greenville and is actively involved in the PCA and many other ministries.

Jeremy and his wife, Emily, have two sons, two dogs, and live in Greenville, SC.

Testimonials

 
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We first called Blue Trust to determine how soon I could retire. Our Blue Trust advisor guided us on a spiritual path at exactly the right time to focus us on God’s will at this stage of our lives and we will be forever thankful.

Jim & Norma W.Lake Elsinore, CA

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I've been involved with financial planners for well over 40 years. There's very few of them that do it like Blue Trust. Very few concentrate on giving as part of the overall plan.

Terry Parker, Cofounder of National Christian FoundationFeatured in Faces of Generosity

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Working with our Blue Trust advisor and their team of experts has been a 'game changer' for us to ensure we are managing our wealth wisely and being generous with the time, talents, and treasure we’ve been given--all from a biblical worldview.

President & CEO of a large privately owned companyDagsboro, DE

Resources

Aligning Your Portfolio With Your Convictions

A Holiday Message From Our CEO

Aligning Your Portfolio With Your Convictions

A Holiday Message From Our CEO

“Wisdom for Wealth. For Life.” Episode 40: Seasons of Marriage & Money: Adult Children, Grandkids, and In-Laws

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*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.
**All financials are as of 6/30/24 and subject to change.
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