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Jay started his wealth management career with Merrill in 1986. He has been recognized as a Top 1200 Financial Advisor by Barron’s in 2022 for the 14th consecutive year(Published annually in February-March. Rankings based on data as of September 30 of prior year) and in Forbes Best in State Wealth Advisors in 2022 for the 4th consecutive year(Published annually Jan – April. Rankings based on data as of June 30 of prior year). He has a depth of experience working with high wealth creators including business owners, entrepreneurs, and senior executives. He works with families helping them implement customized strategies to grow and preserve generational wealth. Jay has guided clients through critical transitions in their financial lives, including the sale or transfer of a business, corporate liquidity events, retirement, inheritance , divorce, or the death of a loved one. Jay has been with Merrill for over 36 years, and this is a trademark of his effectiveness, leveraging an extensive network of contacts inside of the enterprise to advance client’s needs and goals .
Jay is also an active member of the Atlanta community and is involved with several charitable and civic organizations including the Westminster Schools, past president of Buckhead Baseball, past president Atlanta Roundtable, past board member of Capital City Club, Crabapple Chairman, Peachtree Presbyterian Church and Northside Youth Organization. Jay is a graduate of Auburn University and lives in Buckhead with his wife and two children. In his free time, Jay practices transcendental meditation and enjoys strength training, golf, fly fishing and spending time with his family at Lake Burton.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Auburn University
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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Your advisor is a click away within our site or mobile apps
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Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.
Transcript of Video
No question too big or moment too small
For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.
The Power of the Right AdvisorTM
Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.
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