J.’s Approach
J. Jay Peay
CPA/PFS, CGMA
Director of Accounting & Business Advisory / Member Owner
Overview
Jay Peay is a director of accounting & business advisory in Savant’s Clinton, South Carolina, office, where he focuses on business advisory services, chief financial officer services, estate and trust planning, tax planning, and tax preparation for individuals and businesses.
Involved in the financial services industry since 1984, Jay helps business owners and families navigate complex financial and tax decisions with confidence. His work spans a variety of industries, including construction, automobile dealerships, agriculture-related businesses, professional service firms, and owner-operated companies. He also provides guidance on financial management strategies that support long-term business growth and succession planning.
Before joining accounting & business advisory, Jay spent nearly three decades with a local accounting firm, where he served as an owner and helped establish and lead its Clinton office. Jay led the effort in creating and later owned SwaimBrown Wealth Management, LLC, which joined Savant Wealth Management in 2023.
Jay is a Certified Public Accountant (CPA) and received the Personal Financial Specialist (PFS) credential by the American Institute of Certified Public Accountants (AICPA). He’s also a Chartered Global Management Accountant (CGMA). He remains active in the accounting profession through his membership in the AICPA.
Committed to serving his community, Jay serves on the board of AgSouth Farm Credit, ACA. He is also an active member of Broad Street United Methodist Church, where he serves on the Finance Committee, Endowment and Planned Giving Committee, and Board of Trustees. In addition, he is a founding board member and finance chair of the Laurens County Cancer Association.
Jay earned a bachelor’s degree in accounting from Wofford College in Spartanburg, South Carolina. A dedicated Wofford supporter, he enjoys attending football and basketball games. He and his wife, Donna, have a son who is also a CPA.
Areas of Focus
Accounting & Consulting Services
Integrated accounting, tax, payroll, and advisory services that help business owners navigate complexity, evaluate opportunities, and plan for the future.
Tax Advisory & Preparation
Working year-round to help you stay ahead of changing laws, find strategies to help lower your tax burden, and find new opportunities.
Savant Accounting & Business Advisory (SABA)
Year-round accounting, tax, and advisory guidance for closely held businesses and professional practices, from outsourced CFO support to succession and transition planning.
Education
- Wofford College
Bachelor of Arts in Accounting
Professional Designations
- Certified Public Accountant / Personal Financial Specialist
- Chartered Global Management Accountant
Affiliations
- American Institute of Certified Public Accountants (AICPA) – member
- AgSouth Farm Credit, ACA – board member
- Broad Street United Methodist Church – Finance Committee member, Endowment and Planned Giving Committee member, trustee
- Laurens County Cancer Association – founding board member, finance chair
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
Growth, AI, and the Client Experience
Savant CEO Brent Brodeski joins Asset TV to discuss growth, AI, and the evolving role of the trusted…
Is Keeping Too Much Money in Cash Riskier Than You Think?
Keeping too much money in cash may feel safe, but it can carry hidden costs. Learn how to…
Retirement Isn’t One Chapter: Planning for the Phases Ahead
Explore how retirement priorities, spending, income, housing, and purpose may change across the different phases of retirement.
How Business Valuation Supports Succession and Transition Planning
Business transitions can involve more than a change in ownership. Learn how coordinated planning can support succession discussions,…
Get Started!
Schedule a No-Obligation Introductory Call
Schedule a Call