Our Associates

With over 40 years of experience in the financial industry, Jay Marvin has built a strong reputation of being able to deliver personalized investment solutions for high net worth and ultra-high net worth clients. His hands on approach, combined with his comprehensive understanding of market risk, allow him to deliver a customer experience that separates him from his peers.

Jay joined Wells Fargo Advisors in 2026, after previously spending time at UBS, Morgan Stanley and Prudential Securities. His primary areas of focus include investment portfolio construction, risk management, market interpretation and fixed income strategies.  

Jay obtained his bachelor’s degree in Business Administration from the University of Miami in Coral Gables, FL.  While he is originally from northern New Jersey, he currently resides in Jupiter, FL with his wife Jackie and their four children.  Outside of work he enjoys boating, saltwater fishing, traveling, and spending time with his family.

Jay was recently named as a Forbes Best-in-State Wealth Management Teams, 2026. The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Lauren Bergen joined Wells Fargo Advisors in 2026 and provides a foundation for the practice in a multitude of client service areas and performs a key role in the day-to-day operations of the team. Her collaboration with other team members ensures effective and efficient processing of all client requests. She is dedicated to delivering exceptional customer service and is known for her professionalism, integrity and leadership as the team’s primary point of contact for client inquiries.

Lauren joined the team in 2016, and has almost 20 years of industry experience. Prior to her current role, Lauren was a Senior Registered Client Service Associate at UBS in Palm Beach Gardens, FL, as well the Director of Client Services for a Northwestern Mutual Insurance team in West Palm Beach, FL. Over the course of her career, Lauren has obtained her Series 7, 66, 9 and 10 Licenses as well as her Life and Health Insurance License and Certified Divorce Financial Analyst ® designation.

Lauren is originally from New York and moved to Florida in 2013. In her spare time, she enjoys cooking, attending sporting events, and spending time with family and friends.  She and her husband Justin live in Palm Beach Gardens, FL and in 2025, they welcomed their son Jacob.