R. Jeremy Wilson, CPA, CFP(R) Makes Partner at Draffin & Tucker, LLP

InsightsFirm News

The partners of Draffin & Tucker, LLP are pleased to welcome R. Jeremy Wilson, CPA, CFP®, as a partner of the firm effective Jan. 1, 2017. Jeremy serves in the firm’s private client service group in Atlanta where he focuses on high net worth individuals, closely-held businesses, family businesses, and estates and trusts. He has significant experience in tax planning and compliance for individuals, corporations and partnerships. Jeremy also has experience with estate and gift tax planning, especially as they relate to family limited partnerships, life insurance trusts, grantor trusts and planned charitable giving.

Jeremy is a Certified Public Accountant and a Certified Financial Planner™. “Combining these designations with my 10 years of experience allows me to take a comprehensive approach to develop customized plans for both business and personal goals,” he says.

“Jeremy is an asset to our firm and the clients that he serves,” said Jeff Wright, managing partner. “We are excited to expand Jeremy’s role in our firm and look forward to the opportunities this will create for our clients.”

Jeremy is a published expert in his field with articles in widely-recognized publications such as Estate Planning, Trusts & Estates and Family Business Magazine. He has also been quoted in The Wall Street Journal, Forbes and the Atlanta Business Chronicle.

To view the full press release, click here.