General Info

The advisor listed is an Ameriprise financial advisor in Atlanta. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. For over 24 years Jay has helped affluent clients, businesses, trusts & foundations create and implement wealth management, preservation, and transfer strategies. Jay's team focuses on and is experienced in the design, implementation, and servicing of qualified and non-qualified retirement plans, including defined contribution plans; traditional, frozen, and cash balance plans; non-qualified deferred compensation plans; and ESOPs. Jay is also one of a select group of advisors at Ameriprise approved to provide fee-for-service investment support on selected plans. Jay's experience with individual affluent families enables him to provide customized planning strategies to help address the complex multi-generational needs of his individual clients.