Jedd Segrist

Jedd brings a deep understanding of estate planning and tax-efficient wealth management strategies. His passion for estate planning began at the University of Texas School of Law, where a charismatic professor first sparked his interest in the field. That early inspiration led to a career that combines legal experience, tax planning, and holistic wealth management—giving him a well-rounded perspective that helps clients make informed financial decisions with confidence.

With 22 years of experience, Jedd has advised individuals and families across the wealth spectrum. He has practiced as an estate planning attorney, worked at a CPA firm helping high-net-worth clients implement tax-efficient strategies, and worked at a multi-family office managing the complex financial needs of families with net worths of $200 million and up. He also played a pivotal role in growing a registered investment advisor into a $6 billion firm, serving families of all wealth levels. Through these roles, he has helped clients plan for the long term, balancing immediate financial goals with multi-generational wealth preservation.

With both a Juris Doctor (JD) and Certified Financial Planner® certification, Jedd understands the importance of clear communication and transparency in building strong client relationships. His approach is centered on simplifying complex financial matters and ensuring that every plan is tailored to a client’s specific needs.

Outside of work, he enjoys traveling, the outdoors, tennis, and reading.

For more information about the CERTIFIED FINANCIAL PLANNER® certification, please refer to the disclosure page on our website at www.destinationwm.com/advisor-certification-disclosures.