Jay D. Rolfe, CTFA
Jay D. Rolfe is a Founding Partner of Fortress Wealth Planning. Jay has more than 30 years of experience in private wealth management working in administration, management, business development and relationship management.
Jay is passionate about helping individuals, families and business owners formulate, implement and manage short- and long-term financial plans and strategies that help them achieve their financial and wealth transfer goals and objectives.
Previously, Jay held Senior Fiduciary positions at Wells Fargo Private Bank, SouthTrust Asset Management and Boatmen's Trust Company, where he worked with individual and institutional clients.
Jay earned his Bachelor of the Arts and Master of Business Administration degrees from the University of Tulsa. In addition he holds the Certified Trust and Financial Advisor (CTFA) designation.
Jay is a past President and current member of the Northeast Florida Estate Planning Council. He is the current Secretary of the Daniel Foundation, a Jacksonville, Florida nonprofit that works to make a positive difference in the lives of children living in challenging circumstances.
Jay has lived in Ponte Vedra Beach for more than 18 years with his wife, Lisa, and their son, Carter. They enjoy reading, sports, travel and family time.
Phone: (904) 301-4544