Heritage Financial Consultants LLC
Jay Spies is a seasoned financial professional with extensive experience in financial planning and advisory services. Currently serving as a Financial Planner at Heritage Financial Consultants LLC since June 2023, Jay previously held the position of Financial Advisor at Martin/Wight & Company from September 2011 to July 2023. Prior to that, Jay worked as a Financial Consultant at Penn Mutual between September 2009 and June 2011. Jay's educational background includes a Juris Doctor degree from the University of Baltimore School of Law and a Master of Public Administration from the University of Baltimore School of Public Policy, both earned between 1991 and 1996, as well as a Bachelor of Arts in English Literature from the University of Maryland, completed in 1991.
Heritage Financial Consultants LLC
Heritage Financial Consultants is a financial planning firm, committed to serving as stewards of wealth for our clients nationwide. Our priority is to provide exceptional service, helping our clients evaluate and address all aspects of their finances and protecting and growing their wealth in line with their personal values and goals. Our highly educated advisors possess key licenses that speak to their ability to provide professional guidance, and together, our team is knowledgeable, trustworthy, and attentive to the needs of all of our clients. Leveraging our team's expertise, we approach the financial marketplace with a fresh perspective to identify opportunities and solutions that are innovative, flexible, risk-managed, objective, and effective. We proactively engage with our clients' full team of trusted advisors to enhance our strategies and strengthen our plans for each unique situation and to help ensure that all of their needs are being met. We also conduct regular, face-to-face meetings to ensure that their plan aligns with their lifestyle and addresses any relevant changes to laws or regulations. We take pride in cultivating meaningful relationships and building and executing holistic financial plans that positively impact our clients' lives over the long term. Registered associates of Heritage Financial Consultants are registered representatives of Lincoln Financial Advisors Corp. Securities and advisory services offered through Lincoln Financial Advisors Corp., (member SIPC) a broker/dealer and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Heritage Financial Consultants is not an affiliate of Lincoln Financial Advisors. Securities offered to residents of AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY, and PR. CRN-5205627-111822