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James A. Stokes, CFP ®

James A. Stokes, CFP ®

Portfolio Manager

James A. Stokes, CFP® is a Wealth Manager and founder of Stokes Wealth. A native Central Floridian, Jay has 36 years of experience in the wealth management and financial advisory profession. Jay graduated from The University of Central Florida in 1987, with a Bachelor of Science Degree in Business Administration in Finance, and earned his Certified Financial Planner™ designation in 1992 from the College for Financial Planning in Denver, CO.

Jay is an active member of the Financial Planning Association (FPA) and a former Board Member of the Central Florida Chapter of the Financial Planning Association.

Jay works with clients throughout the United States. With an emphasis on portfolio management and corporate retirement plans, Jay has been able to assist those planning for or in retirement with making the decisions which can lead to a prosperous and lower stress retirement. Through face to face meetings, web-meetings, lectures, workshops, e-mail communications and through the website, Jay keeps his clients informed and up to date on their personal financial situations, as well as on external events taking place that can either positively or negatively affect this harmony. With a clear strategy and ongoing monitoring and coaching, Jay’s clients have peace of mind knowing their retirement years can truly be the best years of their lives. The success and happiness of his clients provides Jay with a high level of professional satisfaction.

In Jay’s spare time, he enjoys boating, fishing, exercising, traveling and spending time on his family-owned ranch in Osteen, FL. He also enjoys time with his son, Tyler, who graduated from the University of Central Florida with a Bachelor of Science in Computer Engineering and Georgia Tech with a Master of Science in Computer Science.