Jay Oliver has built his financial services practice by providing his clients with a roadmap for success in pursuing their long-term financial goals. By building long-term trusted relationships with his clients, Jay is in a position to help guide his clients through the uncertain and sometimes challenging process of developing and implementing a financial strategy that will help provide for the financial wellness and unique goals of each client. “My commitment to my clients is to work towards being completely devoted to your financial success and to care more about you and your future than anyone else outside of your family.” Jay works with clients in all stages of life with specialties in IRA and retirement planning. The challenges of implementing a long-term retirement plan that will provide a life time inflation adjusted income requires a unique understanding of the investment markets, IRA rules, tax considerations and the unique circumstances associated with living through an extended retirement that could last twenty or thirty years.
Jay began his financial services career in 1990 after a successful career in business management. A graduate of Arkansas Tech University with a double major of Economics & Finance and Business Administration, Jay has completed professional programs, advanced courses, and rigorous examinations to receive his credentials for Chartered Mutual Fund Counselor from the Institute of Wealth Management in Denver, Colorado. He also received his fellowship from the National Association of Life Underwriters in Bethesda, Maryland, as well as his certification in Long-Term Care by The Corporation for Long-Term Care Certification in Newton, Massachusetts. Jay holds his Series 7, 63 and 65 securities registrations and his Group 1 insurance license.