I have been a financial advisor with Edward Jones since 2003. To better serve my clients, I earned the CFP® and AAMS® professional designations.
Using an established process, I build personalized financial strategies for my clients that are designed to achieve their unique goals. I take the time to get to know my clients on a personal level and construct measurable objectives tailored to their circumstances. Once the strategies are implemented, I monitor them closely, informing clients of any developments and addressing any needs or changes in their situations. In order to provide a comprehensive service, I regularly collaborate with CPAs, attorneys and other trusted professionals, always keeping client information confidential.
I am proud to serve a wide variety of clients whose goals range from growing wealth to saving for education expenses to planning and living a successful retirement. I regularly work with multi-generational families to develop unique strategies of wealth transfer. Many of my clients are also small business owners with whom I create strategies for business succession, asset growth and tax reduction.
I love helping my clients achieve their goals and live the financial lives that they have imagined. I relish the challenge and excitement of creating individual strategies for each client's unique needs and objectives.
Outside of my role with Edward Jones, I serve my community as a board member of the Lakeshore Chamber of Commerce, a member of the Muskegon Downtown Development Authority, a member of The Muskegon Yacht Club and a member and past president of the Muskegon Rotary Club. In my free time, I enjoy racing sailboats, camping, coaching my children's soccer teams and spending time with my wife and three young children.
My Personal Interests
- Coaching Sports
- Spending Time with Family
Office Address333 W Western Ave
Muskegon, MI 49440
Phone NumberJay D Wallace Jr at (231) 799-8899
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