Jay Poole, CFP®, MSFP, AAMS® strives to provide his clients with financial confidence by building financial plans tailored to address their unique goals and risk tolerance.
He is dedicated to serving individuals, families, and business owners with complex financial needs by devising a clear plan to achieve their financial goals. He facilitates a process where custom solutions are designed, implemented, monitored, and communicated to provide comprehensive wealth management services. Jay’s process includes an initial meeting to gather pertinent information, followed by planning sessions to establish and clarify the goals of the client. Once established, a plan is put in place, and there is an active process of review, checking for progress, and making adjustments to ongoing goals. His disciplined planning process helps the clients build confidence and reinforces that Jay puts their interests first and will help them reach their goals through each stage of life. He excels in retirement planning and tailoring portfolios to mitigate the anxiety around questions like, ‘Is there a right time of year to retire?’ and ‘When should I take social security?’
Jay has more than 10 years of financial service experience. He began his career as a financial advisor after selling a successful hotel management and development company. Jay is a CERTIFIED FINANCIAL PLANNER™ as well as an Accredited Asset Management Specialist ℠ (AAMS), designations that signify a high level of consulting experience with investments, insurance, tax planning, retirement, and estate planning issues. He also earned a Master’s of Science in Financial Planning at The University of Georgia.
To learn how Jay gives back to his community, see Giving Back.
Raymond James is not affiliated with any of the organizations mentioned above.
Accredited Asset Management Specialist℠ 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., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.