Jay Mcgowan, Cpa, Pfs, Cfp® Email & Phone Number

Birmingham, Alabama, United States

Birmingham, Alabama

The LPL Financial Advisors associated with this site may only discuss and/or transact securities business with residents of the following states:AL, AR, AZ, CA, CO, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, NE, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, VA, WA, WI, WVSecurities offered through LPL Financial. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to "Contact and Personal Info" section above. Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Birmingham, Alabama Area

At Berk Cleveland Rathmell Wealth Strategies, we recognize that every client has a unique financial situation with its own set of strengths and challenges. We assist our clients to understand their financial goals and develop a plan to achieve whatever they may wish. In a Wealth Management relationship, the emphasis is placed on the client’s goals while the investment portfolio is seen simply as the means to achieving those goals. Once our client’s goals and dreams are established, we create, implement and monitor an investment strategy that complements their plan.BCR Wealth coordinates with a client’s accountants, attorneys, and other professional advisors to make sure that everyone is working in harmony to achieve the client’s goals. Long-term success will be achieved through dedication and monitoring throughout a client’s financial life cycle.

Birmingham, Alabama Area

Master Of Accountancy

Bsba, Accountancy

Activities and Societies: Sigma Nu, Beta Alpha Psi