Meet Jay McStowe

Jay McStowe

Relationship Manager

Big goals deserve a thoughtful plan.

Whether you're preparing for retirement, growing your investments, planning for your family's future, or simply looking for trusted financial guidance, Jay is here to help.

With more than a decade of experience in financial services, Jay believes that the best financial plans start with understanding what matters most to you. He takes the time to listen, learn about your goals, and create personalized strategies that fit your unique situation.

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Planning Built Around You

Money is personal, and financial advice should be too.

Throughout his career, Jay has helped individuals and families navigate important financial decisions with confidence. His experience spans financial planning, wealth management, investment strategy, and private banking, providing him with a broad perspective on the opportunities and challenges people face at every stage of life.

Known for his collaborative and relationship-focused approach, Jay works alongside clients to build plans that support both today's priorities and tomorrow's dreams.

Experience You Can Trust

Jay holds several respected industry designations, including Certified Financial Planner™ (CFP®), Accredited Wealth Management Advisor™ (AWMA®), Accredited Portfolio Management Advisor™ (APMA®), and Master Planner Advanced Studies™ (MPAS®). These credentials reflect his commitment to helping clients make informed financial decisions and stay focused on what matters most.







Let's Start the Conversation

No matter where you are in your financial journey, having the right partner can make all the difference