Jeremy comes to Trinity Capital Management after having spent 14 years in the insurance industry with Texas Farm Bureau Insurance where he diligently pursued excellence in the service and individual attention each of his clients deserved. His extensive expertise in the insurance industry gives him the unique ability to create a comprehensive plan that includes retirement, insurance, and estate planning. Jeremy’s goal for each of his clients is to help them develop and implement a plan that will allow them to steward their resources in a way that will produce their desired lifestyle and achieve the goals they have for this generation and the next. Jeremy is repeatedly humbled by the trust his clients put in him to advise them through life’s biggest and smallest moments. He finds great joy in walking through each of these moments with them.

Jeremy was born and raised in Tyler. He graduated from Texas A&M University in 2005 with a BBA in Marketing. He and his wife, Moriah, spent 10 years in College Station after they graduated before moving to Tyler. They have two boys, Caleb and Andrew, who also love all things Aggie. They love to travel as a family and have spent many hours on the road exploring national and state parks.

Away from the office Jeremy also enjoys hunting and sports. He loves to feed people, and you will find him by his BBQ pit most weekends. Jeremy has served on numerous boards over the years that are dear to him and is specifically passionate about his service to Triumph Village, Search Ministry, and Young Life. He and his family are also active and serve in their church body, Bethel Bible Church.

903-747-3960
jeremysmith@tcmtx.com



This information is intended for use only by residents of (AZ, CA, CO, CT, FL, IN, LA, NE, NJ, OH, OK, SC, TX, UT, WA, WY). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN).

Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. WFAFN uses the trade name Wells Fargo Advisors. Any other referenced entity is a separate entity from WFAFN.  Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies. A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

©2021 Wells Fargo Advisors Financial Network, LLC. All rights reserved.