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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cay? Claim Your ProfileCay Lynn Prescott is a financial advisor affiliated with The Colony Group, LLC. Cay Lynn Prescott is registered with the state of Virginia and has been in the industry for over 10 years. Cay Lynn Prescott has specializations in various areas including portfolio management for individuals and pooled investment vehicles. Cay Lynn Prescott also offers financial planning, pension consulting and educational seminars, and has several designations, including Chartered Financial Consultant. Cay Lynn Prescott's firm, The Colony Group, LLC, is a large firm with more than $50 billion in assets under management and is located in Boston, MA.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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2
VA
02/06/2025 - Present
THE Colony Group, LLC (Norfolk VA)
Active
Inactive
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