SVA PLUMB PROFESSIONALS



Jay Neary - CFP®

Associate Financial Consultant

phone (262) 923-5185
email Milwaukee Office

AREAS OF EXPERTISE

  • Comprehensive Financial Planning
  • Asset Management
  • Investment Analysis
  • Social Security Planning
  • Retirement Planning
  • Financial Planning for Veterans

Jay is an Associate Financial Consultant with SVA Plumb Wealth Management, LLC.

Jay focuses on financial planning and helping clients realize their financial goals. In an increasingly complex financial world, simplifying personal finances is one of Jay’s passions.  He is a part of a diverse team of wealth management professionals who help individuals and families accumulate, preserve and transfer their wealth.

Education

  • University of Wisconsin- Milwaukee - Bachelor of Arts & Science - Economics & History

Credentials

  • CERTIFIED FINANCIAL PLANNER™

Professional Memberships/Affiliations/Activities

  • Financial Planning Association - Member


Civic/Community Involvement

Jay is involved with Horizon Hospice where he visits patients in their homes.

Personal

In addition to being active in his community, Jay enjoys reading, writing, playing guitar for his daughter (his number one fan), traveling with his wife and daughter to visit many family and friends around the country, and going up to the North Woods to fish, ski, snowshoe and relax.

Jay is an Associate Financial Consultant with SVA Plumb Wealth Management, LLC. Jay focuses on financial planning and helping clients realize their financial goals. In an increasingly complex financial world, simplifying personal finances is one of Jay’s passions.  He is a part of a diverse team of wealth management professionals who help individuals and families accumulate, preserve and transfer their wealth.

The following is a partial list of the topics Jay covers:

  • Building a Financial Plan 101 - How to Get Started
  • Saving for Retirement - Generation XY 
  • Protecting Your Identity - Top Cybersecurity Threats

Jay has spoken to audiences at:

  • American Association of Individual Investors (AAII)
  • SVA educational seminars
  • Retirement plan education meetings
  • Equine Business Management Strategies