Our Team

Jay Smith ,CFP®

Wealth Advisor
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Jay serves as a Wealth Advisor and provides guidance to prospects as they navigate the financial path leading up to and during the course of retirement. He is passionate when working with clients and is dedicated to helping them achieve their ideal retirement. Jay has been in the wealth management industry for over 10 years and has found that serving people in this way has been extremely rewarding.

Jay is a graduate of Wake Forest University with a Bachelor of Arts in Economics. He holds a CERTIFIED FINANCIAL PLANNER™ designation from the University of Georgetown. He also holds life and health insurance licenses, in addition to the Series 7 license. Jay continues to keep up to date with market and legislative changes that can influence the planning process for his clients by attending continued education classes in the DC Metro area.

Jay enjoys spending time in the outdoors by exploring DC, hiking in the local parks and running in his neighborhood. He is an avid CrossFitter and loves being a part of that community.


25

Years in Business

370+

Clients

$600MM

Assets

22

Named by Barron's as the 22nd Top Wealth Advisor in Virginia