Jay Brown, AIF®, CFP®, CLU®, ChFC® was recently named a partner.
Jay joined Boulay in 2017 and has 17 years of experience in wealth management, financial planning, practice management and leadership development. He provides wealth management services to individuals and business owners, and he assists clients in defining and achieving their financial goals and objectives. Jay also develops growth strategies, provides strategic leadership, client development and executive management to the firm.
Jay has a master’s degree from the University of Minnesota, Carlson School of Management and a bachelor’s degree from the University of Northern Iowa. He is an Accredited Investment Fiduciary (AIF®), Certified Financial Planner™ Professional (CFP®), Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®) and is also Series 7, 24, and 66 registered and Insurance licensed.
Investment Advisory Services offered through Boulay Financial Advisors, LLC a SEC Registered Investment Advisor. Certain Third Party Money Management offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC 130 Springside Drive, Suite 300 Akron Ohio 44333-2431* 1-800-765-5201
Boulay PLLP and Boulay Financial Advisors, LLC are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc. Prime Global is not affiliated with Valmark Securities, Inc. and Valmark Advisers, Inc.