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MEMBER PROFILE

 

Jeremy Bisceglia CFP®

Level Four Financial

 

Member profile details

Membership level
Nashville Individual
First name
Jeremy
Last name
Bisceglia CFP®
Title
Branch Unit Leader-Wealth Manager
Company
Level Four Financial
XPX Chapter Email Lists
  • Nashville News & Events
 

CONTACT INFORMATION

City
Nashville
State
Tennessee
 

PROFILE INFORMATION

Call me when
When you are looking to form a team that can advise a business owner from a triggering event to an exit. My team can help a business from start up to IPO.
Why I/we support XPX
Having an exit event is not a transaction. It is a long process. I would like to meet like minded people to help an owner and their family through this important time.
Profession
  • Accountant
  • Banker
  • Investor
  • Wealth Manager
Functional Expertise
  • Capital markets
  • Cash management
  • Corporate finance
  • Debt
  • Estate planning
  • Exit/Transition Planning
  • Investments
  • Life Coaching
  • Management succession
  • Mezzanine
  • Private equity
  • Retirement
  • Strategic planning
  • Transaction advisory
  • Venture capital
Client Industry(ies)
  • Business Services
  • Consumer Services
  • Financial Services
  • Health/Pharma/Biotech
  • Manufacturing
  • Real Estate/Construction
  • Retail
  • Wholesale/Distribution
Professional Certification(s)
CFP
In Business Since
2006
How to contact
615-598-4541 jbisceglia@levelfourfinancial.com
Twitter name
@jeremybisceglia
Business Focus
Helping business owners exit their companies
Client Results
Please let me know how I can help you, your team, and a business owner succeed.
Advisor Resource Relationships
  • BizEquity
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