Chris Jay

Chris Jay

Analyst-Equity bei Doyle Wealth Management LLC

Finance
Consumer Services

Profil

Mr. Christopher R.
Jay is a Senior Wealth Manager at Doyle Wealth Management, Inc. He brings over eight years of experience in the financial services industry.
As a Certified Financial Planning practitioner, his expertise is working with clients to review their retirement, insurance, tax, and estate planning needs, and working with them to create an investment strategy that aligns with each client’s unique goals and preferences.
He began his career with Fidelity Investments in 2007 in various roles, but most recently as a Financial Consultant, managing $400M in assets under administration.
He helped clients develop retirement income plans, and helped them consider investment and income options.
Prior to working with Doyle Wealth Management, he was a Client Advisor at Mercer Global Advisors.
He also served in a holistic advisory role, working with about 70 high net worth families.
In addition to developing their investment strategy from a suite of options, he also reviewed estate plans, tax returns, and insurance needs to work with clients’ attorneys, CPAs, and insurance agents to educate and guide clients on their overall financial journey.
He graduated from Flagler College in St. Augustine with a bachelor’s degree in Business Administration,

Aktive Positionen von Chris Jay

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Analyst-Equity 01.01.2016
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Flagler College Undergraduate Degree

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