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Chris Jay, CFP®

Portfolio Analyst

“We pride ourselves in the long-term, trusted relationships that we have established with our clients.”

Chris Jay serves as a Portfolio Analyst for Doyle Wealth Management, Inc. Chris brings over 8 years of experience in the financial services industry. As a Certified Financial Planning practitioner, his expertise is working with clients to review their retirement, insurance, tax and estate planning needs and work with them to create an investment strategy that aligns with each client’s unique goals and preferences

Chris began his career with Fidelity Investments in 2007 in various roles but most recently as a Financial Consultant managing $400M in assets under administration. He helped clients develop retirement income plans, and helped them consider investment and income options.

Prior to working with Doyle Wealth Management, Chris was a Client Advisor at Mercer Global Advisors. Chris also served in a holistic advisory role, working with about 70 high net worth families. In addition to developing their investment strategy from a suite of options, he also reviewed estate plans, tax returns, and insurance needs to work with client’s attorneys, CPAs and Insurance agents to educate and guide clients on their overall financial journey.

Chris graduated from Flagler College in Saint Augustine with a bachelor’s degree in Business Administration. He lives in Tampa with his wife Nicole, daughter Henley and their two whippets. Chris and Nicole enjoy golf, adventure runs and travel when out of the office.

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