Gonzalez, Jr. , Jay

Merrill Lynch Wealth Management

Phone:
717-295-5607

Address:
110 N. Duke Street Lancaster PA 17602    

Email:
jay.o.gonzalez@ml.com

Category:

Financial Planner

Links:
LinkedIn

Jay began his financial services industry career in
2020 and joined Merrill Lynch in 2024. Prior to joining Merrill
as a financial advisor, he worked at Santander as a
Senior Specialist Relationship Banker, where he worked
on the emerging affluent market. Jay then moved to
Wells Fargo to focus on private banking and wealth
management. Most recently, he focused on wealth
planning for high-net-worth clients at Morgan Stanley.
At Stifel, Jay employs goals-based planning techniques to focus on his
clients’ goals, helping clients determine why they are investing and how
they can invest for the future.
Jay earned a Bachelor of Business Administration in Finance from Wilkes
University – Jay S. Sidhu School of Business and Leadership and holds
Series 6, 7, 63, and 66 securities licenses, as well as life, health, and variable
insurance licenses (including annuities). He also earned the Qualified
Plan Financial Consultant designation from the National Association of
Plan Advisors.