Jay is the president and CEO of Legacy Financial Services. He has been active in the accounting field since 1989 when he joined his father’s tax accounting practice. As the President and CEO of Legacy Financial Advisors, Jay became instrumental in growing the business to encompass financial consulting and retirement planning services. With decades of experience in corporate and personal tax return preparation and as an Enrolled Agent, he can provide representation in all IRS matters.
In 1997 Jay attained his Series 6 registration; a securities registration allowing him to sell mutual funds and variable products. Jay also holds a Florida 2-15 Life, Health, and Variable Annuity License plus Series 7 and Series 66 Registrations, which qualify him as both a securities agent and an investment advisor representative.
Through sensible financial advice and solid client-advisor relationships, Jay has been able to establish a highly reputed tax and financial consulting firm.
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