Jay L. Hollis, Jr., CRPS®, PPC™

Jay L. Hollis, Jr., CRPS®, PPC™

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location of Jay L. Hollis, Jr., CRPS®, PPC™Nashville, Tennessee, United States

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  • Timeline

  • About me

    Vice President, Sales Consultant for FuturePlan

  • Education

    • University of Mississippi

      1996 - 2000
      B.A. Journalism

      Activities and Societies: Student Government, Track & Field, M Club, RUF, Sigma Chi

  • Experience

    • Corrections Corporation of America

      Feb 2004 - Apr 2011

      Performed labor analytics on target regions, identified qualified sites meeting CCA criteria, negotiated contract terms and executed purchase/option agreements, managed the due diligence process, acquired necessary entitlements for correctional development, and conducted outreach efforts to garner public support Conducted nationwide market research on federal, state, and local correctional systems.

      • Manager, Site Acquisition

        Feb 2008 - Apr 2011
      • Research Analyst

        Feb 2004 - Feb 2008
    • Taylor Wealth Solutions

      Apr 2011 - May 2019
      Vice President, Client Services

      Provided investment advisory and third party administration services for employer-sponsored retirement plans.

    • Seven Hills Group LLC

      Jun 2019 - May 2021
      Partner

      Financial advisor and retirement plan sales consultant focused on helping business owners and their employees save for a secure future.

    • Ascensus

      May 2021 - now
      Vice President, Sales Consultant for FuturePlan

      I help financial professionals and business leaders implement innovative, successful retirement plan programs to build secure futures. Supporting plans like 401(k)s, 403(b)s, cash balance, non-qualified plans and many others, I partner with the stellar FuturePlan team to help owners and their employees rest after their lifetime of hard work. Working alongside investment advisors and registered representatives, we engage the three stakeholders that make retirement plans successful: owners/executives, employees, and the HR/Benefits staff. The goals are to: 1) maximize savings and tax deductions for leadership while minimizing compliance risk, 2) help more employees save for success, and 3) implement the simplest, most integrated solution possible which reduces the burden on staff and the risk of error. Show less

  • Licenses & Certifications

    • CRPS® - CHARTERED RETIREMENT PLANS SPECIALISTsm

      College for Financial Planning
      Jul 2013
      View certificate certificate
    • PPC™ - Professional Plan Consultant™

      Fi360
      Sept 2016
      View certificate certificate