Jacob Hodges CFP®

Lead Financial Advisor
Certified Financial Planner™ Professional

As a graduate of Western Kentucky University, I have a degree in Economics and International Business. I started my career as a Turnaround Consultant where I worked to restructure failed manufacturing companies on the verge of bankruptcy. I saw a need for the same principles of financial responsibility and goal-oriented planning to be applied to individuals and felt called to transition into a role as a financial professional.

I have a passion for travel and adventure. I have been fortunate enough to visit over 30 countries and five continents. Some of my favorite memories involve bungee jumping from the tallest bridge in the world, and cage diving with great white sharks in South Africa. I have lived everywhere from an English Manor outside of London to a ship traversing the seas, but have always called Middle Tennessee home. Up there with stories of adventure are memories walking through the Opryland Hotel at Christmas and Tailgating Titans games as a lifelong fan. While attending WKU for college, I met my now wife Jordan Hodges. We’ve made Nashville our home and look forward to a lifetime of memories in Middle Tennessee.

Growing up an athlete, I know the value of a well-organized team. A team working together can accomplish more and higher quality work than any individual could hope to match. This is one reason I have found my home with Premier Private Wealth. The team dynamic applied to Financial Planning ensures that nothing falls through the cracks, and that the highest quality service is provided to all clients.

Sports also taught me the value of technical knowledge and the need to constantly grow my knowledge base. Thus, I am committed staying up to date on the most recent financial data and planning practices available to advisors. I chose to pursue and obtained the prestigious CERTIFIED FINANCIAL PLANNER™ certification in order to further my knowledge of planning strategies. This combined with a process of daily study and attendance of educational conferences and seminars allows me to provide enhanced financial service to our clients.

I have a passion for helping individuals and families use their money as a tool to meet financial goals and plan for the future. I pair my knowledge of investment philosophy with my passion for travel and life experiences towards the process of helping clients achieve their financial goals while ensuring the wealth they accumulate serves as a proper vehicle to help them get the most out of life.