Jay Mulligan is a seasoned wealth advisor with Synergy Wealth Alliance, bringing over 30 years of experience in the financial services industry. He holds the Certified Financial Planner™ (CFP®) designation from the College for Financial Planning and maintains multiple securities registrations—including Series 6, 7, 22, and 24—through LPL Financial.
Jay earned his Bachelor’s degree from the University of Nebraska–Lincoln and is based in Apollo Beach, where he collaborates with fellow advisor Jon Wilkins to provide comprehensive financial planning and investment advisory services to individuals, families, and small business owners.
A resident of St. Petersburg, Jay enjoys the city’s vibrant arts and culture scene, including its many galleries, museums, and restaurants. An avid cyclist, he is also a proud member of the St. Petersburg Bicycling Club.