Jeremy Lott, CFP®, CEPA®, is a Partner at Trinity Strategic Wealth™, where he has been since 1999. With a focus on helping retirees and entrepreneurs, Jeremy is dedicated to guiding his clients through the complexities of wealth accumulation, preservation, and legacy planning, enabling them to live with confidence and clarity.

A graduate of Northeastern State University with a bachelor’s in business administration (Finance), Jeremy is also an active leader in the Tulsa community. He is a past chairman of the Bixby Metro Chamber of Commerce and participates in the Faith in Business Series. He teaches educational workshops for business owners and energy companies throughout Tulsa.

Beyond his professional life, Jeremy is deeply committed to his family and faith. He has been married to his wife Carla for over 20 years. Together, they enjoy time with their children, Carter and Abby, as well as their dog, Piper. The Lott family is also actively involved in church service and ministry.

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Raymond James is not affiliated with any of the organizations above. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.