picture of Jay Pelham, CFP®

Jay Pelham, CFP®

Principal, Client Services

Miami

(305) 646-6029

Overview

As president of both Kaufman Rossin Wealth and Kaufman Rossin Insurance Services, Jay Pelham leads the wealth management and insurance affiliates of CPA and advisory firm Kaufman Rossin, where he serves as client services principal. For more than 30 years, Jay has worked with high-net-worth individuals and families in the South Florida market to address their financial needs.

His dedication to fostering client relationships, extensive experience in the financial services industry, and continued philanthropic efforts in our community make him ideally suited for the advisor role. During the course of his career, he has led wealth management and private banking teams for both Fortune 500 companies as well as privately owned boutique providers. Through his years at SunTrust, BankUnited, and Gibraltar Private, Jay led private banking services, where relationships are paramount. As president of TotalBank, he led the bank through organizational change, financial improvement and its ultimate sale.

Jay is a current member and past president of the Financial Planning Association of Miami Dade, and a board member for United Way of Miami Dade and the Greater Miami Chamber of Commerce. Previously, he served as chairman of the board of HistoryMiami Museum and as a board member for Zoo Miami Foundation. He has been a CERTIFIED FINANCIAL PLANNER™ practitioner for more than 15 years.

Note: Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.  
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Education

Bachelor of Arts, Economics, University of Tennessee

Presentations Given

  • , Speaker or panelist at banking-industry events and Miami Herald CEO roundtable

Services