Jay Smith joined Pinnacle in October 2015 and works closely with Wealth Managers preparing comprehensive financial plans. He has 6 years of experience in the wealth management industry. Jay grew up in Baltimore, and earned a BA in Economics from Wake Forest University in 2009. In 2012, he earned his certificate in financial planning from Georgetown University and was awarded the Certified Financial Planner™ (CFP®) designation shortly thereafter. Jay enjoys most outdoor activities, including hiking, fishing, running, and mountain biking and currently lives in Washington, DC.
How did you get into the financial services industry?
My dad was a financial advisor, which sparked my interest from a young age. I remember being introduced to some of the concepts of personal finance in 5th grade. When I started working on my CFP® designation in 2012, I was drawn to the emphasis on professional standards and helping clients achieve their financial goals.
What makes a good financial planner?
Communication is key—you really have to understand the individuals you are working with. Active listening is a big part of that and an important skill for a planner. A good planner is also able to simplify a complex concept to communicate it effectively when delivering advice.
What is your favorite part of the job?
My favorite part of the job is dealing with people on an individual basis. I really enjoy the process of getting to know clients, connecting with them, and working together to establish goals and develop a plan.