Brian Jay, CFP®, is currently a First Vice President in Wealth Management at Morgan Stanley, where they lead a multi-generational team dedicated to providing comprehensive financial solutions to clients. They have served in various roles, starting as a Wealth Advisor Associate and progressing to Vice President, Financial Advisor. Brian is pursuing a Bachelor's Degree in Finance and Marketing at Quinnipiac University and holds a Certificate in Financial Planning from New York University. With a legacy of over 45 years in the financial industry, Brian is committed to upholding fiduciary values and enhancing client experiences.
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