EVP, Director Advisor Relations, SWG
As EVP, Director Advisor Relations, Jay works alongside the Executive Leadership Team to build, integrate and foster the growth of our advisor community through recruiting, transitions, and advisor experiences.
Jay began his career in financial services in 2010 as a Client Relationship Manager with Raymond James Financial Services before joining the Raymond James Transition Management department. During his nearly ten years as a Transition Consultant, he led transitions totaling over 500 registered and non-registered individuals representing over $23 billion in assets under management. As a senior member of the department, Jay trained and mentored new associates and worked with potential financial advisors looking to join the firm. Leveraging his decade of transition experience, Jay took on a new role with Steward Partners Global Advisory as Senior VP and Head of Transitions before making a move to join Signature Wealth’s Executive Leadership Team.
During his tenure in the financial services industry, he has gained a diverse background in transitions, recruiting, branch support, client service, and employee career development.
Jay graduated from Oakland University in Rochester, MI, with his Bachelor of Science degree in General Management and holds his FINRA series 7, 24, and 63 licenses.
When not in the office, Jay loves spending time outdoors and traveling. He and his wife, Tiffany, reside in Oldsmar, FL.
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