Individuals wanting an edge in their financial planning decisions may find value in Jay’s broad perspective and depth of knowledge. Those who choose to work with Jay may benefit from his specialization in developing strategies for the expansion, retention, and perpetuation of their wealth.
Jay brings over 35 years of experience as both an educator and a financial professional. He has been published in the Boston Business Journal, the Boston Women’s Journal, CPA Review, Metrowest Daily News (Herald Media, Inc.) and has written for the Boston Estate Planning Council.
Jay received his Bachelor of Arts Degree in Economics from The University of Notre Dame. His accreditations include Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU). Jay is a Registered Representative with LPL Financial. He has served on the Board of Directors for the Boston Chapter of the Society of Financial Service Professionals. He has also served on the Board of Directors of Charles River Country Club in Newton, Massachusetts and has been a member of the Boston Estate Planning Council. Jay is also listed in Who's Who in Finance and Industry.
Guided Wealth Portfolios
Guided Wealth Portfolios, together with my guidance, offers you digital investment solutions designed to help you pursue your financial goals.
CLICK HERE FOR MORE INFORMATION
Phone: 781-893-0909 x239
The investment professionals at Bay Financial Associates, are registered representatives with, and securities and advisory services offered through, LPL Financial, a registered investment advisor. Member FINRA/SIPC.
The LPL Financial Registered Representative(s) associated with this website may discuss and or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Guided Wealth Portfolios (GWP) is a centrally managed, algorithm-based, investment program sponsored by LPL Financial LLC (LPL). GWP uses proprietary, automated, computer algorithms of FutureAdvisor to generate investment recommendations based upon model portfolios constructed by LPL. FutureAdvisor and LPL are nonaffiliated entities. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL or FutureAdvisor, LPL and FutureAdvisor are not affiliates of such advisor. Both LPL and FutureAdvisor are investment advisors registered with the U.S. Securities and Exchange Commission, and LPL is also a Member FINRA/SIPC.
All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.