Why I Became A Financial Advisor



By Jeremy Frazie, AIF®, PPC®


My decision to become a financial advisor was not a shot in the dark—it was the result of the influence and examples of many different people in my life. It all started back in high school when I discovered my love of numbers and economics in an accounting class. During that time, the father of my then girlfriend was a stockbroker. I got to see firsthand what his day-to-day job looked like and how he made an impact on his clients’ lives. My football coach was also an advisor and I had many conversations with him over the four years he coached me about how he helped people create solutions to their financial needs. All of these experiences sparked something in me that, to this day, I am still deeply passionate about.


The Next Part Of The Journey

Once it was time for me to go to college, I quickly learned I did not want to go the accounting path. I did not want to sit in front of a screen working with numbers all day; I wanted to be with people, interacting with them and building relationships that improve their lives. I gained my love of people and desire to help them from watching my dad, who, as a church minister, did a lot of counseling, problem-solving, and was an important part of many peoples’ lives. As a result, I gravitated toward personal finance and earned a bachelor’s degree in finance from Marshall University (where I proudly played defensive back for the Thundering Herd football team).

Branching Out

Now, almost 15 years later, I am founder, owner, and wealth manager at Frazie Wealth

Management. Currently, I am designated as an Accredited Investment Fiduciary® (AIF®), and

Professional Plan Consultant® (PPC®). I spend my days working with business owners and

professional practitioners in, or nearing, the Retirement Red Zone. My goal as their wealth

manager, is to help them understand their life situation, concerns, and dreams so that we can

build a road map to get them to their happily ever after.


This job has been and continues to be incredibly fulfilling, especially when I get to walk my

clients through our tailored process and celebrate with them when they accomplish something

they did not think was possible, whether that is retiring comfortably, paying for their

grandchildren’s education, or helping their kids buy a house. I consider it a privilege that I get to spend my days helping my clients enjoy their lives more! I come to work every day motivated to give my best, work with excellence, and be faithful with the task God has entrusted to me.


The Next Step

Pursuing and achieving goals is much easier when you are not alone in the process. A helpful guide and advocate can make all the difference. If you’re interested in learning more about how I serve my clients, I encourage you to request your free 60-minute listening session today or reach out to us at (740) 354-9585 or by email at Jeremy@fraziewm.com.


About Jeremy

Jeremy Frazie is founder, owner, and wealth manager at Frazie Wealth Management, a wealth services firm that helps manage and organize the financial affairs of select families in the tri-state area. With over a decade of experience, Jeremy specializes in serving business owners, professionals, and individuals in the Retirement Red Zone, providing a wide range of services to cover every aspect of their financial life through every stage of their retirement. Jeremy is known for his client-centered, relationship-based process that gives his clients the tools and support they need to achieve their goals and overcome obstacles. He is deeply passionate about making an impact on others’ lives and helping them look to the future with confidence. Jeremy graduated from Marshall University, where he played defensive back for the Thundering Herd football team, with a degree in finance, and has both the Accredited Investment Fiduciary® (AIF®) and Professional Plan Consultant® (PPC®) designations.


When he’s not working, Jeremy enjoys spending time with his wife, Erika, and their two sons, Breydan and Boston. You can often find him visiting the Florida gulf beaches, watching sporting events, golfing, and fostering his love–hate relationship with CrossFit. To learn more about Jeremy, connect with him on LinkedIn.

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701 CHILLICOTHE STREET

PORTSMOUTH, OH 45662

PHONE: (740) 354-9585

TOLL FREE: (855) 354-9585

Securities offered through Cambridge Investment Research, Broker Dealer, member FINRA/SIPC. Investment advisory services offered through Cambridge Investment Research Advisors, a Registered Investment Adviser. Frazie Wealth Management operates independently of Cambridge. This communication is strictly intended for individuals residing in the states of CA, TN, FL, KY, NC, OH, OR, PA, SC, TN, WA, and WV. No offers may be made or accepted from any resident outside the specific state(s) referenced.

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