Tyler Gay
Birmingham, AL
Verified Identity
Principal / Advisor at
Stockbridge Wealth Partners
Years of Experience
10 years
Number of Clients
80
Average Client Size
$187,500
Member Since
2023
Clientele
Retirees
High Net Worth Individuals
Surviving Spouses
Divorcees
Business Owners
New Investors
Doctors
Parents of Special Needs Children
Nurses
Services Provided
Investment Management
Insurance
Retirement Planning
Specialties and Expertise
Cryptocurrency & NFTs
Portfolio Construction
Retirement Income
Tax Minimization Inv...
High Net Worth Planning
Credentials and Designations
Certified Digital Asset Advisor®
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National Social Security Advisor®
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Pricing Models
AUM
Education
Auburn University
Finance
Obtained in 2009
Previous Work Experience
Stockbridge Wealth Partners
Principal / Owner
2018 - Present
Disclosures and Proof of License
SEC Profile
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