Jay Pearson
Financial Advisor
- Role
- Financial Advisor at Merrill Lynch
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Jay Pearson
I\'m a financial advisor who takes a thorough, holistic approach to understanding each client\'s unique financial landscape. I believe in working alongside my clients as true teammates, collaborating to create strategies that align with their goals and values. I\'m passionate about advancing financial literacy for athletes and entertainers, helping entrepreneurs grow and scale their businesses, and guiding owners and executives through successful exit planning strategies. My mission is to empower clients with clarity, confidence, and a plan built for long-term success. Sports & Entertainment Accredited Wealth Management Advisor™, SE-AWMA™, and the SE-AWMA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Experience
Financial Advisor
Sep 2022 — Present
Education
East Carolina University
Bachelor's Degree
2012 — 2020
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