My name is Jay, and I joined Waddell & Reed in 1983 as a Financial Advisor.
39 years later, Waddell and Reed was sold and I am now with LPL Financial. I have helped my clients throughout all stages of life; home ownership, marriage, putting their children and grandchildren through college, retirement and end-of-life planning. I am proud to be a part of that journey for each one of my clients and grateful for the confidence they have in me to be with them every step of the way.
My clients and their families are the reason I stay in this business and why I'm so passionate about my practice. The most rewarding aspect to me is helping people on the path toward their financial goals and answering two main concerns - 'I don't want to run out of money', and 'Do I have enough money to retire?'
I consider myself lucky to continue to have the opportunity to do what I am passionate about every day. The relationships I have built with my clients are truly rewarding, and now those relationships span generations.
My wife, Denise and I have a son, Jamison, who earned his Finance degree from the University of Tampa. He has joined my team as a Financial Advisor. When I'm not in the office I enjoy spending time with my family and playing golf, and doubles sand volleyball.
(05/21)