Jay F. Mastilak

Managing Director Investments - Stifel @Stifel Financial Corp.

Pittsburgh, PA, US

My practice focuses on holistic planning. I believe it is necessary to fully understand a client’s desire for their future before any product is discussed. I utilize investment planning to provide a basis for getting to know clients. Much like a physician will assess your vitals before making a diagnosis and prescribing a course of action, I begin by first uncovering your financial goals, hopes, dreams, and desires. Then we work together to build a cohesive investment plan that will lead you in the direction of pursuing those goals. I’m with you every step of the way, making adjustments as life’s twists and turns occur. My clients understand the benefit of having a financial advisor that is committed to a long-term relationship and fully vested in their success.Areas of Focus:Investment PlanningInvestment OptionsAsset AllocationInsuranceLiquidityInheritanceLegacy PlanningCharitable GivingCommunications Goals:4 yearly phone discussions, 2 face-to-face review meetings, and 24-hour response time to inquiries/outreachMinimum one yearly discussion with your accountantMinimum one yearly discussion with your attorneyPlease contact me at m••••••••@stifel.com or (41••••••01. I cannot respond to messages through LinkedIn.

Duquesne University

Attended Classes

Community College of Allegheny County

Attended Classes