Jay Hatten in

Jay Hatten

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Partner and Private Wealth Advisor at McBee Avenue Wealth Advisors
📍 Greenville, South Carolina, United States

Jay Hatten is a Partner and Private Wealth Advisor at McBee Avenue Wealth Advisors. A graduate of Furman University and a Certified Financial Planner (CFP®), he has been recognized by Forbes as a Top Financial Security Professional. He leverages over two decades of experience to lead the firms sales team.

Jay is a Greenville native who is active in his community, serving with organizations like the Greenville Estate Planning Council. He enjoys playing golf, following Furman Paladin football, and spending time with his wife, Catherine, and their three children.

He is a third-generation Northwestern Mutual advisor, continuing a family legacy of service spanning more than 100 years.

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Experience
24 Years
Current Role
Partner and Private Wealth Advisor
Location
Greenville, South Carolina, United States
Personality Overview

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Communication Style
Decision Approach
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Priorities

Topics Jay cares about

Wealth Management
As a Certified Financial Planner (CFP®), he focuses on helping clients achieve financial freedom through a comprehensive, relationship-driven planning process.
Retirement Planning
He holds specialized designations, including Retirement Income Certified Professional® (RICP®), indicating a deep expertise in creating sustainable income strategies for clients in their later years.
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Career

Work history

7-2020
Partner and Private Wealth Advisor
McBee Avenue Wealth Advisors
5-2002
Wealth Managementl Advisor
Northwestern Mutual
In the press

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Behavioral profile

DISC profile (public)

DISC behavioral profile

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