Jay Wallin has spent more than 30 years in the trust and investment management business. He has experience working for several large regional banks, managing the Mid-Atlantic region for a national asset management firm, and serving as trustee and CEO for a Family Office. Jay also served as President & Chief Executive Officer for Bay Trust Company in the Northern Neck. In 2011, Jay chose to return to Davenport & Company LLC, where he first started his investment career in 1982.
Jay’s extensive experience allows him to address the unique challenges of affluent investors: the management of wealth, the preservation of wealth, and the transfer of wealth for future generations. He begins each new client relationship by listening to you. Jay identifies your current financial situation as well as your life and legacy goals. He develops a custom investment plan that takes into account your risk tolerance and time horizon.
Conservative by nature, Jay uses various professional money management solutions available from Davenport Asset Management. He can also construct custom investment plans using individual stocks, bonds, and mutual funds researched by both internal analysts and outside money managers. Once your investment plan is implemented, he will monitor your investments and meet with you periodically to discuss re-balancing and other appropriate adjustments due to changes in the market or your life goals.
Jay earned a Bachelor of Science degree in Finance and Management from Virginia Tech. He and his wife, Wanda, have two adult sons. In his spare time, Jay enjoys duck hunting, playing golf, and fishing.
Jay Wallin is registered with the Financial Industry Regulatory Authority (FINRA) to offer securities services to clients who reside in Arkansas, Florida, Maryland, North Carolina, Pennsylvania, South Carolina and Virginia.