Jay Melton is a Client Service & Operations Specialist for Stonemark Wealth Management. He provides ongoing support to advisors and clients while striving to deliver a personal client experience. He focuses on new accounts, transfers, and investment operations.
Jay started his career in banking. He completed an officer training program and managed branches for a large retail bank. Jay built a financial planning practice with Northwestern Mutual for 10 years and managed client relationships in the Private Banking Group of City National Bank for 6 years. He is excited to bring this knowledge and experience to Stonemark.
Originally from Seattle, Jay graduated from Washington State University with an English/Business degree and moved to Southern California to escape the rain. In his free time you will find him outside soaking up the sun, hiking, reading on the beach, or renovating a Chinese garden in his backyard.