Jay Gentry
Financial Consultant at RetirePath
- Role
- Managing Director at Canterbury Tollgate
- Location
- Little Rock, AR, US
- LinkedIn followers
- 500 followers
About Jay Gentry
Jay Gentry is dedicated to the premise that most Americans are not taught the most…
Experience
Managing Director
Jun 2013 — Present
As a wealth strategist and Managing Director for Chandler Advisors, my responsibilities focus around client care, communication, and most importantly, education. I speak with my clients on a regular basis as we partner to meet their financial goals.Mark Twain once said \"I am more concerned about the return of my money than the return on my money.\" This is the cornerstone of my investing philosophy; capital preservation is as important as wealth creation and asset accumulation. I specialize in helping my clients create and manage a financial strategy that minimizes risk, while offering attractive growth and wealth creation over time. We accomplish this by utilizing a conservative, time tested, proven approach.With extensive experience in financial services and economic research & analysis, I am located in Little Rock, Arkansas and am privileged to work with clients around the country. My philosophy is to be a financial counselor to my client as we work together to meet their long term investment and retirement goals. My areas of expertise include, but are not limited to: Asset / Income protection Infinite/Privatized Banking Concept Estate / Benefit planning The Wealthy Physician© strategy Improving Tax Efficiency Closely held business planning
Education
University of Arkansas at Little Rock
BS
Skills
- Disability Insurance
- Retirement
- Strategic Planning
- Strategic Financial Planning
- Life Insurance
- Finance
- Team Building
- Management
- Marketing
- General Insurance
- Financial Planning
- Managerial Finance
- Wealth Management
- Financial Advisory
- Leadership
- Financial Analysis
- Long-Term Care
- Fixed Annuities
- Sales
- Retirement Planning
- Insurance
- Financial Services
- Investments
- Small Business
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