Meet Our Team

We believe in empowering our clients with financial knowledge and confidence to help them pursue their life goals. Using customized, goal-oriented investment strategies, we will work with you to create a strategy that works for you.
Jay Bavlish

Jay Bavlish

    • Senior Financial Advisor
    • Managing Director - Investments
    Focus
    Jay Bavlish is the Senior Financial Advisor and founder of the Bavlish Financial Strategies Group of Wells Fargo Advisors. With over two decades of experience in the financial industry, Jay specializes in setting investment plans for his clients that extend throughout their lives and into retirement.

    Experience and Background
    Jay began his financial career in 1997, working for some of the most prestigious firms in the industry. He holds a Bachelor of Arts from Dickinson College, and he is registered and holds the Series 7, 63, 65. His dedication to his clients earned him a place on the Platinum Council each year since 2007. The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients. Jay founded the Bavlish Financial Strategies Group on the principle of building a trusting relationship with his clients, making them feel confident in their financial futures. He takes their trust seriously and is motivated by the knowledge that he can help and guide them in achieving their financial objectives.

    Away from the Office

    Always with an eye on work-life balance, Jay enjoys playing golf and traveling with his wife, Teresa. They live in Mechanicsburg, Pennsylvania, and have two children. Their son, Anthony, is currently attending the University of South Carolina and their daughter, Danielle, is now a teacher at Central Dauphin High School, having graduated from St. Francis University.


    CA Insurance License Number: 4333635. Resident State PA.

    Education

    • Dickinson College