Jay Dolan is a Certified Financial Planner Practitioner® renowned for his exceptional leadership as the President of Vision Financial Group. Jay also serves as the Branch Manager of the LPL St. Petersburg office, with over three decades of expertise within the financial services sector. Before opening his independent practice with LPL in 2002, Jay was the Vice President of Investments at A.G. Edwards and helped manage their downtown office with nearly 20 advisors. Jay founded Vision Financial Group, Inc. and his LPL St. Petersburg office to provide clear, independent advice. He was named one of Forbes Best-In-State Wealth Advisors in Florida for 2023.
With an illustrious background firmly rooted in the St. Petersburg community for over four decades, Jay's ties to the region are sincere. His educational journey includes graduating from Gibbs High School, playing basketball for St. Petersburg College, and finishing his Bachelor’s Degree in Finance at the University of South Florida. Jay’s multifaceted career also includes spending three years overseas in Army Military Intelligence.
Jay has two daughters, Hailey & Brooke Dolan. He is in a long-term relationship with Christy Dunn and has two stepsons Liam & Colin.
Education, Registrations and Licenses held with LPL Financial:
- Bachelor of Business Administration, University of South Florida – Go Bulls!
- Certified Financial Planner Practitioner™ CFP®
- Series 7 General Securities Representative
- Series 9 & 10 General Securities Supervisor
- Series 63 Uniform Securities State Law
- Life Insurance, Health Insurance, Variable Annuity
Vision Financial Group and LPL Financial are separate entities.