Jay Watz

Jay Watz brings nearly three decades of experience in the financial services industry and a proven track record of guiding advisors toward successful independence. A graduate of Missouri State University with a Bachelor of Science degree in 1991, Jay began his career in 1995 and has since built deep expertise working with both clients and financial advisors.

Over the course of his career, Jay has recruited and transitioned nearly 100 advisors, helping them move with confidence into models that align with their goals. His background spans wholesaling, business development, and institutional consulting, giving him a unique perspective on what advisors truly need. In 2004, he earned the prestigious Certified Investment Management Analyst (CIMA®) designation while serving Endowments and Foundations as an institutional consultant with A.G. Edwards. Later, as Regional Director of Business Development with LPL Financial, he honed his ability to identify growth opportunities and support advisors through critical transitions.

At Convergence, Jay is known as both an expert and a confidant. He has a rare ability to simplify complex challenges, break down the difficult steps, and show advisors a clear path to independence. Advisors value his insight into transitions, his understanding of what truly drives advisor success, and his approachable, collaborative style. Simply put, Jay knows how to help advisors take bold steps while feeling supported every step of the way.

Beyond his professional work, Jay lives in St. Louis with his wife, Christy, and their three daughters, Isabel, Emma, and Josie. When he’s not helping advisors shape their future, he enjoys competitive BBQ, boating and fishing, and cheering on his daughters at soccer games.