Locally Committed:
Leadership Bowling Green Alumnus-Treasurer; Kiwanis Club of Bowling Green; Junior Achievement of Bowling Green; Sigma Phi Epsilon KY Delta Standards Board (past); Farmers National Bank Leadership Academy Alumnus.
PROFESSIONAL EXPERIENCE
Years of Experience in Management
10
Years of Experience in Financial Services
5
JEREMY FRYE
Contact Info
Trust & ESOP Administrator
270-783-3092
Core Philosophy:
I enjoy working closely with clients to build trust and strong relationships to understand and meet their financial goals. I am passionate and committed to providing outstanding client services and strive for them to receive an exceptional experience. Our personal touch, fiduciary standard and team approach are what sets us apart.
EDUCATION
Western Kentucky University (B.S. in Management)
2011
Cannon Trust School
2023
Campbell University Trust Advisors Institute
2025
Primary Responsibilities:
- Works directly with clients providing a personalized assessment and consultation of account assets, performance, taxability, and financial objectives.
- Manages an assortment of trust, agency, IRA & estate accounts while further developing relationships with clients.
- Collaborates with WealthSouth’s Portfolio Managers and Wealth Management Advisors to curate specific strategies for your financial goals.
- Evaluates and implements appropriate transactions in line with trust’s purpose and goals.
- Client liaison in working with attorneys, CPAs and other necessary parties to fulfill trust and estate plans.
- Maintains trust records and account files.
