Jay is a Wealth Manager at Williams Estate & Financial Group, Inc. He began in the financial industry with NYLife Securities in 2010 after practicing law for a number of years. Jay demonstrated immediate success by qualifying for Million Dollar Round Table (MDRT) in 2011, a recognition reserved for the top representatives in the field. After 5 years of continued recognition in the field, Jay moved his business to MML Investors Services, LLC.
Jay is the founder and President of Williams Estate & Financial Group, a small, independent office under the umbrella of BayState Financial, a general agency affiliated with MML Investors Services, LLC. His fully staffed office is proud to offer personalized, individual attention to his clients while taking advantage of the long-standing resources and diverse expertise of a larger, long-established Boston firm.
Jay is an Accredited Estate Planner (AEP®), a graduate level specialization in estate planning, and is a member of the Bristol County Estate Planning Council. As a Certified Financial Planner (CFP®), Jay continuously meets education, examination, experience and ethics requirements keeping him updated on best practices, tools and approaches to planning in order to serve his clients best.
Jay has a bachelors’ degree in Civil Engineering from UMass Amherst, a law degree from UMass School of Law and was admitted to the Massachusetts Bar in 2007. He was sworn in as a member of the U.S. District Court in 2010 and is a member of NAIFA, MDRT, the New Bedford Bar Association, and the Massachusetts Bar Association.
Jay, along with his wife, Vanessa, are lifelong residents of Dartmouth. Jay enjoys assisting in coaching his young children’s sports teams. Together, he and his wife, they enjoy traveling with their two children and are active members of St. Julie Billiart Church.
- Insurance Strategies
- Investment Strategies
- Retirement Income Planning
- Business Owners
- College Funding Strategies
- Business Succession Planning
- Estate Planning
- Financial Education
Check the background of this investment professional on FINRA’s BrokerCheckSee John’s Licenses and Disclosures