Jay Schuman, CFP®
Jay Schuman, CFP®
Wealth Advisor
Phone:
410-616-8705
E-mail:
jschuman@connectuswealth.com Background:
Jay’s 20+ years of experience in the industry allow him to develop a deep understanding of a client’s financial needs and align investment strategies with the client’s short-term and long-term financial goals.
Before joining HCM, Jay worked at T Rowe Price managing retirement plans. That experience has instilled in him a strong commitment to being a fiduciary focusing on the client’s best interest. His typical client is a retired business owner or someone who wants to build a financial legacy through multigenerational wealth or philanthropy.
Jay received his B.S. in Communications from the University of Florida and holds the Certified Financial Planner designation.
Personal:
Jay and his wife live in the Baltimore, Maryland area and have two children. Jay is a bourbon aficionado, a big University of Florida fan (Go Gators) and enjoys working out.
Fun Fact:
In a past life, Jay was a TV news camera man in Florida.
