Regional Director
Doyle Wealth Management
May 2019 - Sep 2021
AeroLeads people directory · profile
Jay Rabideau, Cfp® Email & Phone Number
.
1 work email found
@doylewealth.com
1 phone found area 727
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 86%
Role
.
Location
North Port-Sarasota Area, United States, United States
Who is Jay Rabideau, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Jay Rabideau, Cfp® is listed as . based in North Port-Sarasota Area, United States, United States. AeroLeads shows a work email signal at doylewealth.com, phone signal with area code 727, and a matched LinkedIn profile for Jay Rabideau, Cfp®.
Jay Rabideau, Cfp® previously worked as Regional Director at Doyle Wealth Management and Senior Wealth Manager at Doyle Wealth Management. Jay Rabideau, Cfp® holds Bachelor Of Science (B.S.), Finance, General from University Of South Florida.
Company email context
Email format at doylewealth.com
This section adds company-level context without repeating Jay Rabideau, Cfp®'s masked contact details.
*@doylewealth.com
68% confidence
AeroLeads found 1 current-domain work email signal for Jay Rabideau, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Jay Rabideau, Cfp®
Helping clients achieve their financial goals. We work to provide personal solutions for the individuals and families who are our clients. We know there is only one “you” so to provide the solutions that you desire, we must first start with a discussion about your entire financial life. We want to know your long-term and your short-term goals, your timeline for achieving these goals, and your tolerance for risk and volatility along the way. Ultimately, we want to know exactly what you are trying to achieve and have a clear understanding of what your expectations are for us in this relationship. Then we will work with you to custom tailor investment strategies to fit your unique situation in life.
Listed skills include Investments, Portfolio Management, Equities, Financial Analysis, and 25 others.
7 roles
Jay Rabideau, Cfp® work experience
A career timeline built from the work history available for this profile.
Senior Wealth Manager
Doyle Wealth Management
Helping clients achieve their financial goals. We work to provide personal solutions for the individuals and families who are our clients. We know there is only one “you” so to provide the solutions that you desire, we must first start with a discussion about your entire financial life. We want to know your long-term and your short-term goals, your.
Aug 2017 - Sep 2021
Support Advisor
Doyle Wealth Management
Feb 2017 - Jul 2017
Regional Sales Director
Experience: - Create awareness, build name recognition and credibility with hundreds of advisors through one-on-one coaching, branch sales presentations, and client appointments- Created and maintained meaningful relationships with field leaders, branch staff, product partners, and other strategic partners.- Maintain a territory rotation to ensure all.
Sep 2015 - Feb 2017
Uit Sales
- Consistently meet production goals by creating effective firm-wide marketing campaigns to generate interest in UITs - Penetrate current market share by deepening relationships with existing advisors- Cultivate new relationships by conducting branch visits and making outbound calls to deliver UIT sales presentations
Jul 2012 - Sep 2015
Fixed Income Sales Support
Experience: - Accomplished department goals by conducting investment research, entering trades, and providing additional support to traders- Build relationships with advisors by making proactive calls to discuss relevant fixed income sales ideas- Provide world-class service in all aspects of daily activitiesAccomplishments:- Became a trusted leader in the.
Oct 2010 - Jul 2012
Retirement Plan Specialist
Experience: - Contribute to increased utilization of department resources and services- Conduct account reviews to identify potential issues and errors- Assist with contributions, rollovers, and conversionsAccomplishments:- Consistently requested by management to oversee projects
May 2008 - Oct 2010
1 education record
Jay Rabideau, Cfp® education
FAQ
Frequently asked questions about Jay Rabideau, Cfp®
Quick answers generated from the profile data available on this page.
What is Jay Rabideau, Cfp®'s role at their current company?
Jay Rabideau, Cfp® is listed as ..
What is Jay Rabideau, Cfp®'s email address?
AeroLeads has found 1 work email signal at @doylewealth.com for Jay Rabideau, Cfp®.
What is Jay Rabideau, Cfp®'s phone number?
AeroLeads has found 1 phone signal(s) with area code 727 for Jay Rabideau, Cfp®.
Where is Jay Rabideau, Cfp® based?
Jay Rabideau, Cfp® is based in North Port-Sarasota Area, United States, United States.
What companies has Jay Rabideau, Cfp® worked for?
Jay Rabideau, Cfp® has worked for Doyle Wealth Management, Ameriprise Financial Services, Inc., Raymond James Financial Inc., and Raymond James Financial, Inc..
How can I contact Jay Rabideau, Cfp®?
You can use AeroLeads to view verified contact signals for Jay Rabideau, Cfp®, including work email, phone, and LinkedIn data when available.
What schools did Jay Rabideau, Cfp® attend?
Jay Rabideau, Cfp® holds Bachelor Of Science (B.S.), Finance, General from University Of South Florida.
What skills is Jay Rabideau, Cfp® known for?
Jay Rabideau, Cfp® is listed with skills including Investments, Portfolio Management, Equities, Financial Analysis, Finance, Fixed Income, Asset Management, and Risk Management.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial