Jay Niebuhr

With 28 years of experience in financial services, I am dedicated to helping individuals meet their financial needs by developing investment plans around their long-term goals and risk tolerance. My extensive experience - throughout major shifts in the markets - enables me to help my clients structure balanced portfolios to address their specific financial goals. I began my financial services career as a Financial Advisor in 1996 with Prudential Securities, which became Wachovia Securities in 2004, and Wells Fargo Advisors in 2009. I have served Washington, DC-area and other investors the entire time and look forward to helping them meet their financial goals for many years to come. I earned a Bachelor's degree from Bucknell University and hold the Series 7, 63 and 65 registrations. Away from the office, I enjoy golf and tennis. My wife, Jessica, and I live in Alexandria, VA with our twins, Michael and Grace. I am the former Treasurer for Cub Scout Pack 1504. Making sure your wealth continues to work in support of the goals you have established takes careful planning. Such planning is not a single event - it is a process. As your life circumstances change, so must the investment strategies I use to stay on course toward meeting your objectives. That is why I work with you, one on one, to design investment strategies targeted to your specific needs and goals. Although I do not provide tax or legal advice, I will help you stay current with tax law changes and estate plan issues to help preserve and protect your wealth now, and for generations to come.