AeroLeads people directory · profile
Jay Ezzell Email & Phone Number
Managing Director, Founder
at
Natoma Wealth
1 work email found
@towercompanies.com
3 phones found area 312 and 973
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Managing Director, Founder
Location
Folsom, California, United States
Who is Jay Ezzell? Overview
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Quick answer
Jay Ezzell is listed as Managing Director, Founder at Natoma Wealth, based in Folsom, California, United States. AeroLeads shows a work email signal at towercompanies.com, phone signal with area code 312, 973, and a matched LinkedIn profile for Jay Ezzell.
Jay Ezzell previously worked as Senior Vice President, Wealth Management at Merrill Lynch. Jay Ezzell holds Innovation And Entrepreneurship Program from Stanford University.
Company email context
Email format at Natoma Wealth
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jezzell@towercompanies.com
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AeroLeads found 1 current-domain work email signal for Jay Ezzell. Compare company email patterns before reaching out.
Profile bio
About Jay Ezzell
Affiliated Hightower in 2014 as a Managing Director and Founder of Natoma Wealth. Previously, spent 15 years as a Senior Vice President of Wealth Management and Senior Portfolio Manager in the PIA Program at Merrill Lynch. Previously a member of the Circle of Excellence, as well as Designated Retirement Plan Advisor, an elite group of Financial Advisors chosen by Merrill Lynch based on their experience in the Institutional Retirement Plan space.Main areas of focus are Private Client and Institutional Services - leading the group’s research and investment process, driving customized portfolio construction and management for affluent private clients, institutions and endowments. Leader of the firm's Business Value Enhancement process, providing advice for business owners and key executives as they prepare for a transaction. I provide Institutional Clients with fiduciary services that include the creation and maintenance of fiduciary governance processes, as well as independent analysis and due diligence of investments in qualified and non-qualified deferred compensation plans, defined benefit plans and endowment funds.With planning as our foundation, we help guide our clients through the four major objectives of any financial journey: Build Wealth, Invest Wisely, Optimize Lifestyle, and Avoid Catastrophe.
Listed skills include High Net Worth Individuals, Fiduciary Management, Strategic Financial Planning, Fiduciary Services, and 19 others.
Current workplace
Jay Ezzell's current company
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3 roles
Jay Ezzell work experience
A career timeline built from the work history available for this profile.
Managing Director, Founder
CurrentJay affiliated HighTower in 2014 as a Managing Director and Founder of Natoma Wealth. Previously, he spent 15 years as a Senior Vice President of Wealth Management and Senior Portfolio Manager in the PIA Program at Merrill Lynch. Jay was a member of the Circle of Excellence, as well as Designated Retirement Plan Advisor, an elite group of Financial Advisors chosen by Merrill Lynch based on their experience in the Institutional Retirement Plan space.Jay’s main areas of focus are Private Client and Institutional Services. Jay leads the group’s research and investment process, driving customized portfolio construction and management for affluent private clients, institutions and endowments. Jay also leads the firm's Business Value Enhancement process, providing advice for business owners and key executives as they prepare for a transaction. Jay provides Institutional Clients with fiduciary services that include the creation and maintenance of fiduciary governance processes, as well as independent analysis and due diligence of investments in qualified and non-qualified deferred compensation plans, defined benefit plans and endowment funds.Jay holds dual degrees from California State University, Sacramento and an advanced certificate from the Wharton School of Business at the University of Pennsylvania. He completed the Certified 401(k) Professional (C(k)P™) program at The Retirement Advisor University (TRAU) at the UCLA Anderson School of Management Executive Education, the Certified Exit Planning Advisor (CEPA) program through the Exit Planning Institute, and the Innovation and Entrepreneurship Program at the Stanford Graduate School of Business.
May 2014 - Present
Senior Vice President, Wealth Management
Oct 1999 - 2014
4 education records
Jay Ezzell education
Innovation And Entrepreneurship Program
Certified 401(K) Professional (C(K)P™)
Wharton School Of Business
Education record
FAQ
Frequently asked questions about Jay Ezzell
Quick answers generated from the profile data available on this page.
What company does Jay Ezzell work for?
Jay Ezzell works for Natoma Wealth.
What is Jay Ezzell's role at Natoma Wealth?
Jay Ezzell is listed as Managing Director, Founder at Natoma Wealth.
What is Jay Ezzell's email address?
AeroLeads has found 1 work email signal at @towercompanies.com for Jay Ezzell at Natoma Wealth.
What is Jay Ezzell's phone number?
AeroLeads has found 3 phone signal(s) with area code 312, 973 for Jay Ezzell at Natoma Wealth.
Where is Jay Ezzell based?
Jay Ezzell is based in Folsom, California, United States while working with Natoma Wealth.
What companies has Jay Ezzell worked for?
Jay Ezzell has worked for Natoma Wealth and Merrill Lynch.
How can I contact Jay Ezzell?
You can use AeroLeads to view verified contact signals for Jay Ezzell at Natoma Wealth, including work email, phone, and LinkedIn data when available.
What schools did Jay Ezzell attend?
Jay Ezzell holds Innovation And Entrepreneurship Program from Stanford University.
What skills is Jay Ezzell known for?
Jay Ezzell is listed with skills including High Net Worth Individuals, Fiduciary Management, Strategic Financial Planning, Fiduciary Services, Portfolio Management, Portfolio Optimization, Equity Research, and Investment Strategies.
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