With more than 30 years of experience in financial planning and investment management, Jay Matthews has the accumulated knowledge and perspective to help his clients with their financial goals. Jay understands the dynamics of wealth, how to balance the variables impacting each client, and how to adapt intelligently as conditions change
Jay endeavors to create long-term, meaningful relationships with his clients in order to provide them with personalized advice using some of the industry's most comprehensive resources. His investment process takes into account a client’s investing experience, expectations for returns, tolerance for risk, and portfolio performance.
Jay designs customized investment portfolios based on what he learns about his client in combination with an analysis of current financial markets and makes recommendations solely with the client’s best interest in mind. He then takes the time to explain his recommendations and, once the client is comfortable with the plan, Jay puts it into action and reviews its performance for opportunities to adapt to market conditions, life changes, and evolving goals.
Jay began his career in financial services in 1986. Today, Jay provides wealth management and financial planning through the use of equities, fixed income securities, managed money, and 529 education savings plans and more.
Jay is a native of, and still resides in Virginia Beach, VA. Away from the office, Jay enjoys spending time with family, the beach, live music and following his twins in their sports and school activities.
Areas of focus
Investment Management
Retirement Income Strategies
Retirement Planning Strategies
Qualifications
Series 7 - General Securities Representative Examination
Series 65 - Uniform Investment Adviser Law Examination
Series 63 - Uniform Securities Agent State Law Examination
Life and Health Insurance
Education
Bachelors degree, Finance/Management, Virginia Tech, Blacksburg Virginia