Jay Langford is a Financial Representative and Sales Manager with Westshore Financial Group, a Florida-based financial services firm with over 60 years of experience. Jay is an authorized user of The Living Balance Sheet®, an electronic wealth organizational platform that provides a comprehensive view of his client’s financial world and enables him to stress test their current financial approach. Unlike many financial advisors, Jay focuses on process rather than product. His process focuses on integrating four key areas: Protection, Assets, Cash Flow and Liabilities. By focusing on a process, Jay helps his clients achieve optimal financial balance.
Jay provides strategic planning to closely held businesses, executives, professionals (physicians, attorneys, and CPAs), and professional athletes. Prior to joining Westshore Financial Group, Jay served as the Vice President of Business Development with iLIANT Corporation providing technology and business services to physicians. Previously, he held Senior Consultant positions with Big 4 consulting companies where he provided business strategy solutions to a variety of industries including financial services. Jay is a graduate of the University of Florida, where he earned a Bachelors of Science in Management Information Systems. Jay served as President of Sigma Alpha Epsilon fraternity and a member of Florida Blue Key.
Jay has earned his designation as a CERTIFIED FINANCIAL PLANNER™, a designation of which a very small percentage of financial professionals are able to obtain. Jay is committed to his continuing education and regularly participates in forums and training workshops.
Jay is actively involved in the community, including being a past participant of Emerge Tampa, a volunteer for the Salvation Army, a member of the Tampa Chamber of Commerce, Leadership Tampa (class of 2007), Ye Mystic Krewe of Gasparilla, Tampa Yacht and Country Club, Merrymaker’s Club of Tampa, Past President of the Pediatric Cancer Foundation’s Board of Directors, and Hyde Park United Methodist Church.
Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian