portrait of Jay Wilson
FINANCIAL ADVISOR

Jay Wilson

CEPA®
8080 Park Ln Suite 745, Dallas, TX 75231opens in a new window
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Domestic Partner Finances
  • Portfolio Reviews
  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies
  • Business Retirement Plans

Certifications

  • CEPA®

    Certified Exit Planning Advisor®

Personal Interests

  • Sports Enthusiast
  • Spending Time with Family
  • Football
  • Personal Fitness
  • Pets

Team Members

  • Natalie Preston
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Weekends
  • Web Conferencing

Phone

(214) 360-0236

Fax

(877) 276-9979

Office Address

8080 Park Ln Suite 745
Dallas, TX 75231opens in a new window

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