Jay Barrett, CFP®, AIF®
Jay is a CFP® and enthusiastic hiker.
Jay enjoys helping clients take the least amount of risk necessary in their investment accounts in order to achieve the goals in their financial plan. He customizes portfolios so that clients feel confident trusting their assets with our firm for years to come.
Jay graduated from Assumption University with a BA in Economics with a business concentration as well as dual minors in Finance and Management. He received his MBA in Economics and Financial Markets from Bentley University. While pursuing his MBA, Jay worked at Lexington Wealth Management. Prior to joining Grimes & Company in 2015, he worked for Financial Foundations Inc. Jay is a CFP® (CERTIFIED FINANCIAL PLANNER™) and an AIF® (Accredited Investment Fiduciary®).
In his free time, Jay enjoys hiking and camping. Thru-hiking the Appalachian Trail from Georgia to Maine is on his bucket list.
Please Note: Limitations. Neither the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Grimes is engaged, or continues to be engaged, to provide investment advisory services.
Please Note: Limitations. The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. Grimes does not serve as an attorney, accountant, or insurance agent. Grimes does not prepare legal documents or tax returns, nor does it sell insurance products. If the client desires, one of Grimes’ representatives, in their separate licensed individual capacities, can be engaged to provide insurance sales/services as described on Grimes’ written disclosure Brochure (a copy of which is linked to this website) per the terms and conditions of a separate engagement and fee.