jeremy chase

Senior Portfolio Manager

Jeremy joined Meridian Wealth Management in 2023. Jeremy has over 16 years of Financial Services industry experience. He earned his Bachelor of Arts in Business Administration from Transylvania University. Prior to Meridian he was a Financial Advisor with UBS Financial Services, Inc. in Lexington, KY.

He uses his experience to help his clients navigate the complexities of the markets, create unique income and savings strategies, customized investment management and goals-based retirement planning.

Jeremy lives in Lexington Kentucky with his wife, Sarah, and their two daughters. He enjoys golfing, going to concerts, visits to the theatre, and of course, heading out to Keeneland in the spring and fall. Above all, he enjoys making memories with his wife and kids, Addie and Millie.

859-721-3236 | EMAIL JEREMY | LEXINGTON, KY