Jay Wolfe
Investment Advisor
Jay's background in the healthcare industry has created an awareness that people have unique needs at different times in their lives. This understanding helps him appreciate his client's circumstances and develop strategies to help them work towards their retirement planning objectives. His experience with corporate fiscal management and strategy development brings a distinctive perspective in his approach to personal finance.
Jay is a graduate of Towson University and has earned securities licenses which include:
SIE (Securities Industry Essentials) Series 7 (General Securities Representative) Series 66 (Uniform Combined State Law).
Jay lives in Ijamsville, MD with his wife Susan. They both are very proud of their 3 grown sons who are currently pursuing their own goals and dreams.
Check the background of this investment professional on FINRA's BrokerCheck http://brokercheck.finra.org/