George Wealth Team

LIVE WITH PURPOSE ▪MAKE GOOD DECISIONS ▪ LEAVE A LEGACY

We know there is much more to life than finances. That is why we want to help you enjoy life with less worry about financial matters and more time to devote to things that matter most to you.

From deciding the best way to fund educations, to preparing for and enjoying the life you envisioned in retirement, to leaving a legacy for the next generation, planning your financial future can be complicated and takes specialized knowledge and experience. We are here to help you make good decisions by providing you with financial expertise – seasoned by experience – and services as diverse as the needs you will encounter throughout your life. When it comes down to it, we believe individuals leave behind much more than finances when they are gone, and we want to help you leave a legacy you can be proud of.

Jeremy Team

Team Members

  • Franklin-Jeremy-George-2014

    Jeremy R. George, CFP®


    Senior Partner, George Wealth Team | Wealth Advisor, RJFS

       615-861-6119
      Email me


    Jeremy R. George, CFP® grew up on a non-working farm in Lewisburg, TN.  His parents and grandfather exemplified a strong work ethic, a trait that was instilled in Jeremy at an early age. Whether it was cutting the grass, weeding miles of fence rows, working in the garden, or raking sand traps before sunrise at the local golf course, Jeremy was encouraged to work hard and always took pride in giving his best.

    Beginning at the age of 5 and throughout his life, Jeremy has been involved in athletics. The invaluable lessons he learned through sports – many of which had very little to do with the act of playing the sport – are something he is passionate about passing along to not only his own children, but also to the children he coaches. Among many other lessons, his coaches and teammates taught him the value in always “showing up” and leaving a place better than when he arrived.  His faith, family, friends, background, and athletics are the driving factors that have shaped Jeremy’s life, along with these simple, yet powerful life lessons.

    Jeremy attended Lipscomb University, where he earned a bachelor’s degree in Business Management and Finance with a minor in Economics.  He was a standout baseball player during his three years at Lipscomb, which led to one of his most notable accomplishments as a recipient of the Ken Dugan award.  This prestigious award is presented to the player who displays a commitment to excellence, an uncommon display of Christian character, a burning desire to be a true champion, outstanding leadership qualities, and an unbridled passion for the game of baseball.  Jeremy is still active in Lipscomb University and its community, attempting to give back a small portion of what was given to him.  In 2010, Jeremy was named the Official Financial Planner of Lipscomb Athletics.

    With more than a decade of experience in the Financial Planning Industry, Jeremy possesses a high degree of knowledge, professionalism, and expertise.  He has received the Series 6, Series 7, Series 63, and Series 66 licenses, along with achieving the CERTIFIED FINANCIAL PLANNER™   practitioner certification through the Certified Board of Standards, Inc.  He was also named to the Raymond James 2014 Executive Council, comprised of Raymond James’ Top Financial Advisors.*  As an advisor at Southwestern Investment Group and with Raymond James Financial Services, Inc. serving as broker/dealer, both of which are independent entities, Jeremy’s allegiance is truly pledged to his client and their needs.

    Jeremy and his wife, Hannah, currently reside in Brentwood with their five children, Ella, Miles, Griffin, Trulie, and Hogan.  Jeremy enjoys spending time with his family and friends, working in the yard, exercising, coaching youth sports, golfing, and living out his faith by serving others.

    CFP® | Certified Financial Planner™ | Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.

    *Executive Council is based mainly upon assets under management, education, credentials and fiscal year production. Requalification is required annually.

     

  • Eric-Wellons

    Eric Wellons


    Junior Partner, George Wealth Team | Financial Advisor, RJFS

       615-861-6129
      Email me


    Eric first established a relationship with Southwestern/Great American Inc. by selling books for the Southwestern Company during the summer months while attending Western Washington University in Bellingham, Washington. After earning a degree in business, he worked as a sales manager for Southwestern for four years and built a successful organization with several top teams and sales people. He then spent three years working as a speaker and instructor with Freedom Personal Development, helping professionals become more successful both professionally and personally. Eric then decided to join Southwestern Investment Group.

    Eric provides his clients with sound investment strategies designed to manage wealth through comprehensive financial planning. He works closely with each of his clients to thoroughly understand their goals, objectives and underlying financial positions. He then creates a customized wealth management plan with the ongoing goal of providing the highest level of personalized service while having access to a diverse group of money managers and industry experts. Eric holds Series 7, 66, life, health and annuity insurance licenses.

    A native of Washington State, Eric now lives in Nashville with his wife, Ashley, and their dog Emjay. He is an avid outdoorsman, enjoying anything in the mountains, on or off the trail, and spending time with friends and family.

  • Jenni

    Jenni Morrison


    Client Services | Branch Associate, RJFS

       615-861-6117
      Email me


    In her role as client services director, Jenni is the first point of contact clients have with our team. Her first and foremost responsibility is to see that clients receive the attention they deserve and that their experience with us exceeds their expectations. As the latest member of our team, Jenni brings energy, organizational skills and attention to detail. Please contact her as you have questions about your account balances, statements, deposits or withdrawals, to schedule a meeting with us or any other related questions or needs.

    Originally from Nashville, Jenni attended the University of Tennessee where she studied Communication and Information & Technology. Today, Jenni resides in Nashville with her husband, Taylor, and the couple’s four rescue puppies Peyton, Eli, Goose and Scooby. In their spare time, they enjoy being outdoors with their dogs, playing sports, volunteering for the Special Olympics and fostering an occasional puppy that needs extra care and support before adoption.