Background
Jay is a Private Banking Advisor with over 20 years of experience building and leading high-performing teams to deliver tailored banking and lending solutions based on client’s specific needs. He is dedicated to actively listening to clients and collaborating with a team of specialists to deliver meaningful solutions for his clients.
As a Wealth Private Banking Advisor, Jay works exclusively with Wealth clients, providing deposit and credit solutions that complement the client’s overall financial goals. He is committed to providing the right advice at the right time and guiding clients through their decision-making process with financial well-being and clarity.
Prior to his current role in with Truist, he worked with the Truist Medical Specialty Group, US Trust, Bank of America Private Wealth Management and Merrill Lynch. Jay is also a veteran of the U.S. Navy having flown helicopters for 10 years.
Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc.
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Personal Interests
Jay is a married father of three. When not assisting clients, Jay enjoys spending time with family, different types of workouts and vacations to gulf coast beaches.