Investment Advisor Representative
Jay Conner serves as an Investment Advisor Representative with Meritrust Wealth Management.
He joined the team in February 2006, after beginning his career with American Express Financial Advisors (now Ameriprise) in 2002. Jay specializes in Evidence-Based Investing, Retirement Plan Services, and Charitable Strategies. He works with companies to determine their retirement plan needs and creates solutions to serve the organization and their employees. He also works with individuals and families who want to create a charitable legacy plan. He lives with his family in Jeffersonville, IN.
Ask me about:
- How can Evidence-Based Investing provide peace of mind?
- What is a Donor Advised Fund?
- Why is Retirement Plan Design important? How can this simple step create an impact for my employees?
- How are Golf and Investing similar?