Jay Smith, CFP®
Jay has more than 10 years of experience in financial planning and wealth management. He is an Assistant 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.
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