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
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.
Focus Erin Myers is a Senior Client Associate for the Bavlish Financial Group of Wells Fargo Advisors where she has been an integral part of the team for almost 12 years. Erin prides herself on building strong relationships with clients by providing support for all of their account needs. She services each client at the highest possible level to ensure that all wealth management concerns are promptly and accurately addressed.
Background and Experience Erin began her career in banking as a Customer Service Representative at TD bank in West Chester, Pennsylvania, where she worked for six years. Through her hard work and dedication, Erin ultimately left this position as a Regional Operations Officer in training. She joined Wells Fargo Advisors in 2011 as a Client Associate for Jay Bavlish. Erin has been instrumental in the growth of the Bavlish Financial Strategies Group and looks forward to the future of the team. Away from the Office In her free time, Erin enjoys spending time with her friends and family, traveling, and reading. They enjoy attending Penn State Football games and are big supporters of local law enforcement. Erin lives in Harrisburg, Pennsylvania, with her husband and two daughters.
Focus Megan is a seasoned professional who brings a wealth of knowledge and expertise to her role. She is passionate about helping clients achieve their financial goals and is always willing to go the extra mile to ensure their satisfaction. Megan strives to ensure our clients administrative, trading, and operational needs are handled accurately and quickly.
Background and Experience Megan’s career in the financial industry began in 2006, when she started as a Teller at a local bank. Through hard work and dedication, she was quickly promoted to management. In that role, Megan gained valuable experience managing a team and overseeing daily operations while continuing to provide exceptional service to clients. Her strong work ethic and commitment to excellence have been evident throughout her career. In 2017, Megan joined Wells Fargo Advisors and obtained her insurance license and securities registrations, including the Series 7 and 63.
Away from the Office In her free time, Megan enjoys spending time with her friends and family, traveling, gardening, and reading. She resides in Sinking Spring, Pennsylvania, with husband, Sean, and their dog, Jameson.
CA Insurance License Number: 4329648. Resident State PA.
Focus Jacqueline Pulford is a Registered Client Associate for the Bavlish Financial Strategies Group of Wells Fargo Advisors. With her positive attitude and attentive listening skills, she has become a valuable member of both the company and team. She makes it a priority to ensure that each client feels valued, cared for and heard. Her dedication and passion for serving others is evident in all aspects of her work, truly defining her character.
Background and Experience With over nine years of experience in the finance industry, Jacqueline is a trusted professional in her field. She began her career with Wells Fargo Bank in 2014 as a Teller in Southern California. Through hard work and determination, she worked her way up to Business Banking in Laguna Beach, California, assisting high-net worth business owners manage their accounts and improve their financial portfolios. With an emphasis on continuing her education, she went on to obtain her insurance license and securities registrations, including the Series 6, 63, 66 and 7. She eventually moved back to Pennsylvania to be closer to family and move into her role as a Registered Client Associate. She joined the Bavlish Financial Strategies Group in May 2023 where she plays a significant role in driving their marketing and social media efforts. Jacqueline is also responsible for helping with their administrative and operational support. Away from the Office When she’s not working, Jacqueline is devoted to her family. She lives in Sinking Spring, Pennsylvania, with her husband and is a proud mother to their three boys. She is passionate about cooking, exploring new places and going on camping trips with her family. Jacqueline and her husband have also served as youth leaders in their community and have traveled internationally to serve children and families in need.
CA Insurance License Number: 4315402. Resident State PA.
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