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Jay McGowan

CPA, PFS, CFP® — Senior Advisor

Prior to joining The Welch Group, Jay worked as an auditor for a public accounting firm in Birmingham and more recently served as an advisor and Director of Financial Planning for a local wealth management firm. In his free time, Jay enjoys outdoor activities, exercise, woodworking, and spending time with his wife and two children.

Education

  • Bachelor of Science in Business Administration with a major in Accountancy, Auburn University, Auburn, AL
  • Master of Accountancy, Auburn University, Auburn, AL

Accreditations

  • CERTIFIED FINANCIAL PLANNER™ practitioner
  • Certified Public Accountant
  • Personal Financial Specialist

Professional Affiliations

  • Alabama Society of Certified Public Accountants
  • American Institute of Certified Public Accountants
  • Financial Planning Association of North Alabama

Community Involvement

  • Mountain Brook Community Church – Aaron’s Staff Respite Care Ministry

(205) 879-5001