I believe success in achieving important financial goals starts with a comprehensive wealth strategy. I will help you define what is most important to you and then formulate the strategies that are suited for your needs, whether you are accumulating wealth or investing for income, solidifying your retirement plan or devising a distribution approach that meets your lifestyle and legacy goals.
- Delray Beach Chamber of Commerce
Delray Beach, FL
- Wealth Management
- Stock Option Plans
- Retirement Planning
- Professional Portfolio Management
- Municipal Bonds
- Life Insurance
- LGBT Planning Services
- Access to Lending Services
- Fixed Income
- Estate Planning Strategies
- Endowments and Foundations
- BA - Economics, 1989
Minor - History
Wake Forest University
Winston - Salem, NC
- Guided Portfolio Management Program, 2002
Delray Beach, FL
- Exchange Traded Funds (ETF) Certification, 2002
Delray Beach, FL
- Series 7 - General Securities Representative
- Series 9 - General Securities Sales Supervisor-Options Module
- Series 10 - General Securities Sales Supervisor-General Module
- Series 63 - Uniform State Exam
- Series 65 - Investment Advisory Agent
- Life, Accident, Health & Variable Annuities Insurance Licensed
- Present: Morgan Stanley*
Second Vice President
Guided Portfolio Manager
Delray Beach, FL
- 2000: Elliot Wave International, Inc.
Assistant Director - Institutional Sales
- 1993: Waddell & Reed
Overreacting to the market events often forces investors to sell at the bottom or miss out on a subsequent recovery. By reviewing your long-term, diversified investment plan on a periodic basis, we can alter it as your needs change—or help you stick to it when the market starts to make you jittery. Diversification does not assure a profit or protect against loss in declining financial markets.
See the latest edition of the Global Investment Committee's Newsletter: On the Markets.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.
Jay Rowley holds the following registrations:
BM/Supervisor; Securities Agent: AZ, CA, CT, FL, GA, MA, MI, MN, NC, NJ, NY, OR, PA, TX, VA, WI; General Securities Representative; Investment Advisor Representative
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