Jay Carpenter, IAR
Regional Vice President
Jay Carpenter is an experienced financial planning professional that specializes in all areas of financial planning, asset management, and estate planning. With over 16 years of experience, Jay has focused on helping his clients—individuals, families and small businesses—address their specific financial goals and objectives.
Jay holds his Series 7 through LPL Financial and 66 securities registrations through LPL Financial and Householder Group Estate and Retirement Specialists, LLC. He is also licensed through the states of North Carolina and South Carolina for life insurance, disability, long term care, and Medicare supplement. With Jay’s vast experience, education, and training, he is able to develop comprehensive financial plans for his individual and business clients that often include distribution plans for retirement, hands-on investment management strategies, strategic tax planning, business analysis, as well as estate and risk management strategies.
Jay has partnered with Householder Group because they share his dedication to the same goals and objectives he believes are necessary to achieve successful outcomes for his clients. Jay specializes in developing and implementing retirement and estate planning, along with advanced tax planning techniques, to help minimize income and estate taxes for his private clients. In addition, Jay is able to leverage the availability of sophisticated investment strategies that enable him to focus on capital preservation and multi-generational wealth management for his clients. Ultimately, Jay wants all of his clients to have confidence in their financial picture knowing that he is doing everything possible to help them pursue their specific financial goals and objectives.
He graduated with a Bachelor’s degree in Business Administration from Francis Marion University, where he was recruited out of high school to play for their baseball team. While Jay loves to travel the world, there’s no place like home in the Charlotte area. Jay is blessed with two sons, one living in Raleigh and one attending Appalachian State University.
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1556-C Union Road
Gastonia, NC 28054