Tega Cay Sun

Jay B. Smith, based in Gastonia, NC, is a seasoned financial advisor and First Vice President of Wealth Management at Raymond James, bringing over 35 years of expertise in the financial services sector. Jay and his dedicated team, which includes Senior Client Service Associates Janice Bassett and Danielle Perna, specialize in tailored financial planning, investment management, and retirement strategies for a diverse clientele, including business owners, corporate executives, families, retirees, and pre-retirees.

With a commitment to building actionable, trustworthy financial strategies, Jay helps clients navigate the complexities of wealth management to secure a confident financial future. His philosophy is underpinned by strong community involvement, with active participation in local organizations such as The Boys & Girls Club and the United Way. In his personal time, Jay enjoys boating, fishing, and golfing with his wife Stacy, balancing his professional dedication with a fulfilling family life. Together, they embody a blend of professionalism and community focus, ensuring their clients receive inspired financial guidance and support.