Jay Panis

Certified Financial Planner at Stonebridge Investment Counsel, LLC - Nashville, Tennessee, US

Jay Panis's Colleagues at Stonebridge Investment Counsel, LLC
Tyler Martin

Director of Financial Planning

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Mitchell Martin

Founder and Chief Executive Officer

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Jillian Quick

Operations & Support Administrator

Contact Jillian Quick

Johan Ende

Financial advise spesialist

Contact Johan Ende

Connor Brodie

Practice Management Coordinator

Contact Connor Brodie

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Jay Panis's Contact Details
HQ
(615) 309-0832
Location
Canada
Company
Stonebridge Investment Counsel, LLC
Jay Panis's Company Details
Stonebridge Investment Counsel, LLC logo, Stonebridge Investment Counsel, LLC contact details

Stonebridge Investment Counsel, LLC

Nashville, Tennessee, US • 4 Employees
Financial Services

At Stonebridge, we believe it is one thing to help someone achieve success, it’s quite another to enjoy a life of significance. We help our clients do both. As a leading provider of innovative life and wealth solutions, Stonebridge helps celebrity clients and their families create, manage and sustain wealth, enabling their long-term success through our multifamily office solution. We believe that a more holistic approach to managing life and family wealth goals will increase the probability of greater career success and preserving earnings across generations. The Stonebridge Family Office advisory team emphasizes close collaboration and, through our goals-based approach, makes certain that all of the services we offer the wealth creator are appropriate, aligned and integrated around their career success, vision for the future and family’s objectives. We have found that families typically want peace of mind about sustainability of wealth often earned over short, highly lucrative careers. In response, we have created a compelling environment focused on celebrity wealth to provide that peace of mind by restoring trust and confidence. Company Overview: • Stonebridge Investment Counsel, Inc. • Fee-only registered investment adviser • Multifamily Office • Founded in 2002 • Privately held

Integrated Wealth Planning Investment Management Oversight of Fiduciary Services Risk Management and Asset Protection Assistance with Strategic Philanthropy Lifestyle Services Multi-generational Education Family Continuity and Governance Financial Services Financial Advisory Services
Details about Stonebridge Investment Counsel, LLC
Frequently Asked Questions about Jay Panis
Jay Panis currently works for Stonebridge Investment Counsel, LLC.
Jay Panis's role at Stonebridge Investment Counsel, LLC is Certified Financial Planner.
Jay Panis's email address is ***@stonebridgeadvisers.com. To view Jay Panis's full email address, please signup to ConnectPlex.
Jay Panis works in the Financial Services industry.
Jay Panis's colleagues at Stonebridge Investment Counsel, LLC are Tyler Martin, Mitchell Martin, Suzanne Lesperance, Jillian Quick, Johan Ende, Tim Gendreau, Connor Brodie and others.
Jay Panis's phone number is (615) 309-0832
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