35 Years of Experience
Jay is an experienced private financial and wealth advisor with more than 35 years of experience helping individuals, couples and business owners plan their financial journey. He works primarily with clients in the areas of pre-retirement, retirement, estate and business planning. As a CERTIFIED FINANCIAL PLANNER professional for over 35 years, Jay has extensive experience in clarifying issues for individuals and families, and determining an individualized, balanced financial plan for each of his clients.
He currently lives in Sarasota County, Florida. He serves clients nationwide.
- Graduate of Rutgers University
Awards & Recognition
- Retirement Advisor magazine named Jay among the 2014 Advisor of the Year finalists*
- CERTIFIED FINANCIAL PLANNER(tm) practitioner
- CLTC® Certified Long Term Care
*Evaluative criteria based on production, community involvement, an ability to connect with clients, a passion for working with seniors and an exemplary compliance and suitability record.
The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states:AZ, CA, CO, CT, DE, DC, FL, GA, ID, IL, IN, IA, MD, MA, MI, MN, MO, NH, NJ, NY, NC, OH, PA, RI, SC, TN, TX, UT, VA, VI, WA.