Jay Levy has been in the financial services and banking industries for over 30 years. As a Certified Financial Planner, he continues to work with individuals, multi-generational families and businesses regarding investments, retirement, estate, tax, and financial planning services.
From 2017-2019, he has been voted the #1 Financial Planner in the “Best of The Seacoast” Annual survey by Seacoast Media Group for the past 3 years.
Jay has been a guest lecturer at various colleges including the University of New Hampshire and the F.W. Olin MBA School at Babson. He has also been involved in national politics serving as a Town Chair for Senator John McCain’s presidential campaign in 2008 and as the NH Financial Chair for Governor Tim Pawlenty’s presidential campaign in 2010.
He has been involved with numerous Boards over the years, and currently serves on the Wentworth Douglass Hospital Foundation Board as Past Chair.
Jay and his wife Kelly live in the lovely, quaint town of Stratham, NH and are proud parents of two sons Grant and Adam, each who reside near Boston, MA. Both, much to the delight of their parents, are gainfully employed and self-sufficient.
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