Jay Hitselberger,

Jay is passionate about financial planning and the positive impact it can have in the lives of people and businesses. He believes every sound decision begins with a plan and he puts planning at the center of every client relationship. Jay works with clients to create custom financial plans that are tailored to you and your family’s unique needs through his multi-step plan that begins with listening to truly get to know clients and their goals. Offering a wide array of investment and financial planning services, he specializes in retirement planning and working with clients to build an investment portfolio designed to meet their goals, utilizing a transparent approach to financial planning.

Jay is from Charlotte, North Carolina and began his career as an intern at an independent financial advising office, while completing his MBA in Finance from The College of Charleston. He then moved to a position as an Advisor Support Specialist, where he was able to travel across the country and learn from successful advisors how to best serve clients. Jay transitioned to a team of advisors in Chicago, IL in a financial planning and advising capacity, while completing his designation as a CERTIFIED FINANCIAL PLANNER™ professional. Jay has since joined Raymond James in his hometown of Charlotte to establish his own practice to best be able to serve his clients.

Jay and his wife, Natalie were married in 2020 and have two dogs. They enjoy spending time together with family and friends, finding outdoor activities that their dogs can join them in, and being active in their church and community.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^™,   and   in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.