Jay Smith, CFP®

Wealth Advisor

Jay has more than 10 years of experience in financial planning and wealth management. He is a Vice President at Burke & Herbert Bank, holds Series 7 and Series 63 licenses through LPL Financial, and also holds Virginia Licenses for Life Insurance, Health Insurance and Variable Annuities. Jay holds a BA in Economics from Wake Forest University, and earned CERTIFIED FINANCIAL PLANNER™ certification in 2013.

Check this investment professional's background on FINRA's BrokerCheck.