Raymond James Financial Services, Inc. The Financial Coach
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Jeremy D. Lott, CFP®, CRPC
Jeremy D. Lott, CFP®, CRPC
Certified Financial Planner™
Partner, The Financial Coach, Inc.
918-492-2150 x2820
Jeremy.Lott@RaymondJames.com



Jeremy is a Certified Financial Planner™ at Raymond James Financial Services, and part owner of the local office in Tulsa, The Financial Coach, Inc.  He is a graduate of Northeastern State University with a Bachelor of Business Administration, majoring in Finance.

Jeremy is a member of the Financial Planners Association. He develops comprehensive financial plans for his clients to help them pursue financial freedom.  Jeremy teaches several educational workshops per year and serves on the Board of the Bixby Chamber of Commerce.

Jeremy and his wife Carla are actively involved at First Baptist Church in Broken Arrow serving in local missions and ministry. They enjoy spending time with their son, Carter & daughter, Abby.

Jeremy's Associate Planner, Chris Halladay
 




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