Jay Poole, CFP®, MSFP, AAMS®

Jay provides clients with a customized experience and approach. From the initial meeting and planning sessions to investment implementation, Jay mitigates anxiety and helps build financial confidence by prioritizing client concerns and interests. 

He excels in retirement planning and tailoring portfolios to address each client’s unique goals and risk tolerance. Dedicated to serving individuals, families, and business owners with complex financial needs, Jay creates a comprehensive plan that considers and supports each stage of life and fiscal growth. 

With over 15 years of financial service experience, Jay began his career as a financial advisor after selling a successful hotel management and development company. His designations—CERTIFIED FINANCIAL PLANNER® (CFP®) professional and Accredited Asset Management SpecialistTM (AAMS)—signify a high level of consulting experience with investments, insurance, tax planning, retirement, and estate planning issues. He also earned a Master of Science in Financial Planning at the University of Georgia. 

Originally from Lake City, Florida, Jay is a third-generation veteran. In 2022, Jay and his family moved to Moultrie and wasted no time getting involved in the local community. He is currently the Moultrie Rotary Club President-elect and enjoys participating in service projects year-round.

Married for over thirty years, Jay and his wonderful wife Gwen are the proud parents of two adult children—Rece and Jake.  As a family they love to travel and explore. Jay enjoys planning their trips and is always happy to share travel tips and recommendations.  

Raymond James is not affiliated with any of the organizations mentioned above.

Accredited Asset Management Specialists® and AAMS® are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries.

CFP® | CERTIFIED FINANCIAL PLANNER

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.