Jay Gillick
About Jay Gillick
Jay Gillick is an Associate Wealth Advisor with extensive experience in financial services. He holds a B.S. in Marketing from Towson University and has worked in various roles, including positions at Bridgewater Wealth & Financial Management and Fortigent, LLC.
Work at Colony
Jay Gillick has been serving as an Associate Wealth Advisor at The Colony Group since 2018. He operates in the Washington D.C. Metro Area, where he provides financial advisory services. His role involves assisting clients in managing their wealth and financial planning strategies.
Previous Experience in Wealth Management
Prior to his current position, Jay Gillick worked at Bridgewater Wealth & Financial Management as a Client Service Manager from 2016 to 2018. In this role, he focused on client relations and service delivery, enhancing the overall client experience in wealth management.
Long-term Role at Fortigent, LLC
Jay Gillick held the position of Director at Fortigent, LLC for a decade, from 1998 to 2008. His responsibilities included overseeing various aspects of the firm's operations and contributing to its growth in the wealth management sector.
Education and Expertise
Jay Gillick earned a Bachelor of Science degree in Marketing from Towson University, where he studied from 1986 to 1990. This educational background has equipped him with the skills necessary for his roles in financial services and client management.
Early Career at Enterprise Rent A Car
Before entering the financial services industry, Jay Gillick worked at Enterprise Rent A Car as a Branch Rental Manager from 1993 to 1998. This role provided him with foundational experience in customer service and operational management.