Lester "Jay" Mayes, Jr.
About Lester "Jay" Mayes, Jr.
Lester 'Jay' Mayes, Jr. is a Senior Vice President and Senior Portfolio Manager at UBS, specializing in Wealth Management. He transitioned from a medical career to finance after earning an MBA from the Wharton School and has over 26 years of experience in the field.
Work at UBS
Lester 'Jay' Mayes, Jr. has been employed at UBS since 1998, serving as Senior Vice President in Wealth Management and as a Senior Portfolio Manager. His role involves managing client portfolios and providing tailored wealth management solutions. Based in Phoenix, Arizona, he has accumulated 26 years of experience in this position, focusing on developing personalized financial strategies for clients.
Education and Expertise
Lester Mayes holds an MBA in Finance from the Wharton School of the University of Pennsylvania, where he studied from 1993 to 1995. He also earned a Bachelor of Science in Biology from Purdue University, and a Doctor of Medicine from Indiana University Medical School, completing his medical studies from 1971 to 1974. His educational background combines finance and medicine, providing a unique perspective in his financial advisory role.
Background
Lester Mayes transitioned from a career as a practicing physician to financial advising after completing his MBA. This career change was facilitated by the development of a formal Life and Financial Plan in the 1980s. His diverse background in medicine and finance allows him to approach client relationships with a comprehensive understanding of both fields.
Achievements
Lester Mayes holds multiple FINRA registrations and licenses, including Series 3, 7, 63, and 65, along with life insurance and annuities licenses. He is registered to provide financial services in numerous states, including Alaska, California, Florida, and Texas, among others. His extensive licensing enables him to serve a wide range of clients across different regions.