Jay F. Mastilak

Jay F. Mastilak, CFP®, is a seasoned financial professional with extensive experience in holistic and wealth planning. Currently serving as Managing Director of Investments at Stifel Financial Corp. since June 2019, Jay emphasizes understanding clients' future desires before discussing products. Previously, Jay held the title of Managing Director of Investments at Wells Fargo Advisors from March 2009 to June 2019, following the acquisition of Wachovia in 2009, and served in a similar capacity at Wachovia Securities from March 2007 to March 2009. Jay's investment career began at PNC, where a 22+ year tenure included the role of Senior Vice President at PNC Investments, working with Fortune 500 companies. Jay's early career featured a role as Registered Sales Assistant at Merrill Lynch from June 1980 to October 1984, complemented by educational pursuits at Community College of Allegheny County and Duquesne University.