Our People
 Jay Cleary |
Jay joined Financial Designs Ltd. in 1994. He specializes in family wealth planning for high-net-worth families.
Commitment and involvement are the cornerstones of Jay's practice.
His commitment comes with his low-key, thoughtful approach, designed to put clients and their needs where they belong – first. This process begins with a detailed, careful examination of his clients' objectives in the areas of business succession and personal estate planning. Jay's involvement comes with his willingness to go the extra mile. Over the past 14 years, he has worked with clients in construction, manufacturing, transportation, distribution, real estate, professional sports and high technology. In order to better understand his clients' needs and concerns, Jay is active in several local industry associations. Born in Massachusetts, Jay graduated from Bates College with a degree in Mathematics. He has authored a variety of articles on business succession and estate planning for publications such as The Denver Business Journal. He is a Chartered Financial Consultant (ChFC) and a Chartered Life Underwriter (CLU). There's no low-key approach to Jay's leisure time pursuits; he, his wife and four children enjoy skiing, golfing and tennis. |
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