Jay Tillman, CFP®,RICP®,MBA

Jay Tillman, CFP®,RICP®,MBA

Financial Consultant

Phone: (704)-655-7698
Fax: (704)-655-9352
E-mail:
 
Education: Nova Southeastern University, Davie, FL
Degree:

MBA, concentration in Finance

B.A. Finance

Industry Experience: Since 2005
Wells Fargo Advisors Experience: Since 2007
Hometown: West Palm Beach, FL
Resides: Cornelius, NC
Charitable Interest: Chesterbrook Academy

 

Jay brings over 10 years of experience to Davidson Wealth Management in the areas of portfolio analysis, investment allocation, wealth strategies, retirement income planning, compliance, and banking/operations. He has used this experience to serve high net worth individuals and families. Jay attained his CERTIFIED FINANCIAL PLANNER™ professional designation, a highly regarded industry distinction. He also earned a Retirement Income Certified Professional (RICP) designation, designed to address the rigors of transiting into retirement income planning. Both CFP®, RICP®, serve as complementary designations used to assist Jay in developing holistic wealth management solutions for our clients.

Currently, he provides a unique service experience by taking a holistic approach to the wealth management process.  He assists in various wealth strategy developments and implementation aimed to address a host of objectives such as preservation of capital, cash flow management, retirement income planning, and pursuance of clients’ financial goals and aspirations through a comprehensive financial approach.

Jay is an active volunteer with Langtree Academy in Mooresville, North Carolina and advent reader of financial literature.

Jay resides in the Lake Norman, NC area with his wife, Corrina and two sons, Cayleb and Camdyn. He enjoys exploring new neighborhoods, exercising, and experiencing all North Carolina has to offer.