Jay L. Carpenter, M.B.A., is a Financial Advisor with the Private Client Group of City Securities Corporation. Mr. Carpenter is a 32-year industry veteran, and provides wealth management strategies and solutions for high net-worth individuals and families. Affluent clients, entrepreneurs, physicians, and senior corporate executives have benefited from his financial planning process.

Mr. Carpenter’s investment management process consists of a thorough and continuous understanding of each client's goals, objectives, and risk tolerance levels. Asset allocation and estate consequences are important considerations before any recommendations are made to his clients. Mr. Carpenter also has extensive expertise in education and retirement planning. In helping his clients accumulate and preserve wealth, he uses a conservative and consistent methodology.