Jay Cleary is SVP for Financial Designs. Jay joined Financial Designs in 1994. He has been involved in the financial services industry for more than 20 years, specializing in family wealth planning.

Jay graduated from Bates College with a bachelor’s degree in mathematics and holds Chartered Financial Consultant and Chartered Life Underwriter designations. He is active in several business and civic organizations. He is responsible for client development within the high-net-worth and professional advisory communities.