Jack May, CFP®
Senior Wealth Advisor

Education & Philanthropy
He is known around the Washington DC area for his “Friday’s with Jack” educational luncheons, which started just after 9/11 to discuss timely economic commentary. On Mondays, he publishes his weekly “Economic Update”, a newsletter discussing the prior week’s economic activities and what it means to his clients. Jack enjoys working with families, individuals and businesses. He specializes in retirement planning specific to wealth, income and incorporating tax planning. A graduate of Duke University, Jack is an avid Blue Devils fan and especially enjoyed their 2010 & 2015 NCAA championships. He has been active in the Falls Church Chamber and was Chair of the Greater Merrifield Business Association. In his spare time, he enjoys playing golf, shooting hoops, growing vegetables (to make homemade salsa) and watching his daughter compete in horse shows. Jack and his wife, Lea, have been married since 1985 and have one daughter. Ask Jack how many dogs he has. FINRA’s BrokerCheck | 2B SupplementWondering if there might be something more you and your money could do?
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