Our Wealth Management Advisors
Jay Cavanagh
Director, Wealth Transfer
Jay is a director of the Wealth Transfer team at NFP’s Minnesota office, formerly The KNW Group, where he was a managing partner and cofounder.
Jay began his financial services career in 1991 as a financial consultant with AXA/Equitable. In 2001, Jay cofounded The KNW Group, which rebranded to NFP in 2019. With over 30 years of experience, his specialty is working with families, closely-held businesses, and tax-exempt organizations.
In 2021 and 2022, Jay was named one of America’s top financial security professionals by Forbes. In 2022, he ranked #8 in Minnesota. This list recognizes specialists who are helping clients in a world in which wealth protection matters more than ever.
Jay earned his economics degree from Saint John’s University. He holds his Series 6, Series 7, Series 63 and Series 65 licenses. Jay also has his Life, Health and Variable Annuity Insurance licenses in several states. He is a registered representative with Kestra Investment Services, LLC and investment advisor representative with Kestra Advisory Services, LLC.
Jay is very active in the community. In addition to serving on the Children’s Minnesota Foundation board, he is a member of the Mount Olivet Board of Life and Growth. He is also a previous member of the Children’s Minnesota Legacy Advisors board.
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS) an affiliate of Kestra IS. NFP Retirement Inc., an affiliate of NFP Corp. (NFP), is a Registered Investment Adviser. Advisory services are offered to clients or prospective clients where NFP Retirement Inc. and its representatives are properly licensed or exempt from licensure. No advice may be rendered by NFP Retirement Inc. unless an investment adviser agreement is in place. Insurance services offered through a licensed subsidiary of NFP or a member of PartnersFinancial or Benefits Partners, which are platforms of NFP Insurance Services, Inc. (NFPISI), a subsidiary of NFP. Some members of PartnersFinancial and Benefits Partners are not affiliated with NFP. Neither Kestra IS nor Kestra AS are affiliated with NFP, NFP Retirement, Inc., or NFPISI. ACR#8106161 Investor Disclosures: https://www.kestrafinancial.com/disclosures