Verified recordFinancial Services

Jay Borelli

Financial Advisor at Edward Jones

Based in New York, United States

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Seniority

Staff

Department

Finance & Accounting

Location

New York

Industry

Financial Services

Company size

87

Contact information

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Email

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j•••••••@edwardjones.com

Phone

5 credits

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Background

About Jay Borelli

I pride myself on personalized service and care. No two clients are alike, so whether you’re working to send your child to college, open a business, fund your retirement or setting other financial goals, I’m ready to sit down and map out a strategy based on you as an individual. Ultimately, we’re working with your assets and your future, so you’re the boss. Still, you can trust that I will always be honest and realistic when it comes to your financial future. I firmly believe that being transparent and upfront about your goals and the process we are going to use to get there is paramount to your success and our relationship. It can be stressful wondering if you have done everything you can to reach your goals, so my team and I are dedicated to making sure that you have all of the tools, including Edward Jones’ network of thousands of associates and experts, that you need to feel confident while making the decisions necessary to actualizing your goals. In addition to myself, my team includes two wonderful branch office administrators, Sharon Mullenix and our on-call, Sue Bouchard. Both are dedicated to ensuring our clients receive top-notch service and care every time they step into our office in Milford, Conn. Outside of the office, I’m passionate about giving back to our community through the American Cancer Society, Suicide Prevention and American Diabetes Association. I also donate Blood to the Red Cross whenever I am eligible. I also enjoy watching sports and vacationing with my family, including my wife, Margaret, our five sons and our daughter. We are the proud owners of four dogs, three For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see

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