Jay Goldstein

Wealth Planning Manager, First Republic Private Wealth Management
Florida

Jay Goldstein

Wealth Planning Manager, First Republic Private Wealth Management
Florida
  • Wealth Management Experience Since 2000
    Jay Goldstein is a Vice President and Wealth Planning Manager with First Republic Investment Management.   Mr. Goldstein joined First Republic in 2022. Prior to joining First Republic, Mr. Goldstein was a Vice President, Senior Wealth Planner at Merrill Lynch Wealth Management. He focuses his practice on providing sophisticated Estate and Gift Tax planning for the tax efficient transfer of wealth, Trust design, retirement planning, implementation of philanthropic goals, and effective asset protection strategies, which include ultra high net worth clients.
  • Community Involvement
    Mr. Goldstein has been active in his local community for many years. He is a Board Member of Jewish Senior Services in Bridgeport, Connecticut; a former Trustee of the Montessori School; a former member of the New York Tax Study Group, Inc.; Connecticut Estate Tax Planning Council; Fairfield County and Lower Fairfield County Estate Tax Planning Councils; Connecticut, New York, Massachusetts and American Bar Associations; a former Director of Computers for Kids, Inc.; former chair of the Program Allocation Review Committee of the United Way; and the Jewish Federation Leadership Committee.
  • Professional Designation
    Mr. Goldstein holds the professional designation of Chartered Retirement Planning CounselorSM (CRPC®) designation from the College for Financial Planning. Mr. Goldstein was a partner in and practiced sophisticated Estate and Gift Tax planning and Estate and Trust administrations at a highly regarded law firm for over 25 years before he joined Merrill Lynch Wealth Management in 2019. First Republic and its affiliates do not provide tax or legal information or advice.
  • Education
    Mr. Goldstein earned his Bachelor of Science Degree in Pre-Law from Northwestern University. He also earned his Juris Doctorate Degree at the New England School of Law and his Master of Laws Degree in Taxation at Boston University.
Email me
Check the background of the firm and its investment professionals on .