Brunswick, Maine Office
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Jaymz (Jay) is a Financial Planner. He joined EP Wealth Advisors in March 2023 to continue his career with the support of a diverse and experienced team.
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Jay’s previous financial industry experience includes seven years in banking and private wealth management. He works to build out plans focused on helping families and institutions meet their financial goals. His specialties include broad-scale wealth planning, business exit strategies, investment management and generational wealth transfers. Jay’s previous responsibilities included roles at Prudential and JPMorgan Chase.
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Jay received an M.S. in Personal Financial Planning from the College for Financial Planning, and holds a B.S. in Finance, General Risk Management and Insurance from the University of Southern Maine. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®).
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When Jay isn’t in the office, you can usually find him outdoors with this wife and two dogs along the hiking trails of New England.
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You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.
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