Jay Watz

Q: What is Jay Watz email address?

Email Jay Watz at janetkjoleary@hotmail.com and jay.watz@lpl.com. This email is the most updated Jay Watz email found in 2026.

Q: How to contact Jay Watz?

To contact Jay Watz send an email to janetkjoleary@hotmail.com or jay.watz@lpl.com. If you want to call Jay Watz try calling on +18479800084 and +13144128097. (updated on October 31, 2024)

Director Business Development at Convergence Financial | St Louis, Missouri, United States

About Jay Watz

Jay Watz serves as the Director of Business Development at Convergence Financial, where he leverages over 20 years of extensive experience in the external wholesale financial services sector, particularly focusing on mutual funds. Under his leadership, Convergence Financial has successfully navigated the complexities of the financial landscape, achieving remarkable milestones, including half a billion in sales. Jay’s mission, inspired by Zig Ziglar’s philosophy of helping others achieve their goals, drives his commitment to fostering strong relationships with clients and partners alike.

In his current role, Jay is instrumental in spearheading key projects that enhance the firm’s investment advisory services, including the integration of Separately Managed Accounts (SMAs) and Exchange-Traded Funds (ETFs) into client portfolios. His expertise in retirement planning and financial planning allows him to tailor solutions that meet the unique needs of each client, ensuring they are well-positioned for their financial futures. Jay is also a Certified Investment Management Analyst, which underscores his proficiency in capital markets and managing accounts effectively.

At Convergence Financial, Jay is dedicated to establishing and maintaining a robust network of financial advisors and institutions, driving growth through strategic partnerships and innovative financial solutions. His passion for empowering others, combined with a deep understanding of the intricacies of fixed annuities and equities, positions him as a trusted leader in the industry. As he continues to expand Convergence Financial’s footprint, Jay remains focused on delivering exceptional value and service to clients, embodying the essence of true success in the financial services realm.

Jay Watz Work

Director Business Development at Convergence Financial in October 2023 to Present

Area Vice President, Regional Director - Business Development at LPL Financial in September 2019 to November 2023

Regional Sales Director at BMO Global Asset Management U.S. in December 2018 to September 2019

Jay Watz Skills

Mutual Funds

Series 63

Separately Managed Accounts

About Jay Watz's Current Company

Convergence Financial

Discover more about Convergence Financial

Frequently Asked Questions about Jay Watz

What is Jay Watz email address?

Email Jay Watz at [email protected] and [email protected]. This email is the most updated Jay Watz email found in 2026.

What is Jay Watz phone number?

Jay Watz phone number is +18479800084 and +13144128097.

How to contact Jay Watz?

To contact Jay Watz send an email to [email protected] or [email protected]. If you want to call Jay Watz try calling on +18479800084 and +13144128097. (updated on October 31, 2024)