People make all the difference

The varied expertise of our team goes far beyond investment management to encompass retirement planning, tax and estate planning, risk management, philanthropic planning, education planning, and the full spectrum of financial counseling services. The teams coming together to support our clients include specialists with designations and degrees ranging from CFP®, CFA® and CPA to MBA, JD, LLM and PhD.

But, you’ll benefit from more than our technical know-how. From every team member you work with, you’ll sense a willingness to collaborate and to understand and appreciate your views and preferences…along with a selfless dedication to helping you attain your goals.

"I am privileged to work with a company full of experienced professionals that believe in absolute client satisfaction as strongly as I do."

Jay Gillick

Client Service Manager

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Jay is a Client Service Manager at The Colony Group with over 19 years of experience supporting financial advisors and serving clients. Skilled in analyzing and implementing effective systems, strategies and process, he applies these talents to improve organizational performance and client satisfaction. His natural warm personality and humor make him a favorite with clients as he cares for their day-to-day transactional needs.

Jay served as a Client Service Manager with Bridgewater Wealth & Financial Management prior to merging with The Colony Group in early 2018. Prior to that, he was a Senior Wealth Associate with MTX Wealth Management and Director of Operations with Fortigent, LLC.

In his spare time, Jay enjoys playing golf and spending time with his wife and two young children.