AACC Board Member and Financial Reviewer
Jay A. Shah, MBA, LUTCF, CLTC is a financial advisor at Eagle Strategies/New York Life for the past 16 years. In this role, he assists business owners and individuals with wealth management, planning for life events, legacy planning, retirement and achieving financial security. Additionally, he assists business owners with employee benefits plans, retirement plans and rollovers. Jay believes in educating the client prior to making any financial decisions to ensure whatever route is chosen, it will make the most impact. His approach is very methodical and prides himself on educating others on financial security to make the best decisions for their business and/or family. In 2022, he was recognized by Forbes Magazine as one of the Top Financial Security Professionals. He is ranked 31 in Florida and top 800 in the country. Jay is married to his wife Christina and they have a baby girl named Divya.
For more information, please visit https://www.JayAShah.com
Jay A. Shah
New York Life/Eagle Strategies
495 N. Keller Rd, Suite 150, Maitland, FL 32751
Office: 407-999-0366
Cell: 863-206-9248
Email: [email protected]