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Jeremy L. Yancey

Investment Advisor Representative

Element Wealth

United States, Florida, Flowood

About Me

Lee is in his Element by putting clients’ needs first and celebrating their success. Building relationships and trustworthiness are the top priorities in his mission of helping clients achieve their financial goals. “It’s important for people to have someone who will help in constructing a successful financial plan,” he says. Lee joined Woodridge Capital in 2008 and is series 65 licensed. He also holds Accident, Health or Sickness and Life Insurance licenses. He transitioned to the Element Wealth family with its merger in 2018. He was a member of the Mississippi Senate from 2008 through 2012 and was Vice Chairman of the Highways and Transportation Committee and served on the Finance and E

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Profile Information

Investment Advisor Representative

Element Wealth

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Flowood

Florida

United States

Oct 7, 2024

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