Jay Williams, CFP®, CIMA®
Financial Strategist at
McKinley Carter Wealth Services
Years of Experience
11 years
Member Since
2022
Allow Me to Introduce Myself
Clientele
Services Provided
Investment Management
Tax Planning
Financial Planning
Retirement Planning
Specialties and Expertise
Credentials and Designations
Accredited Investment Fiduciary®
Click to learn more
Certified Investment Management Analyst®
Click to learn more
Certified Financial Planner™
Click to learn more
Pricing Models
Education
Florida State University (Tallahassee)
Certificate in Financial Planning
Obtained in 2019
University of Pennsylvania
Certificate in Investment Management Analysis (Wharton School; Aresty Institute of Executive Education)
Obtained in 2017
West Virginia Wesleyan College
Bachelor of Science - Business Administration
Obtained in 2011
Disclosures and Proof of License
AdvisorFinder Disclosure
AdvisorFinder ("AF") receives cash compensation from financial advisors in exchange for contact inquiries. AF is not an advisory client of any of the advisors it refers you to. AF has a conflict of interest because it has a financial incentive to refer you first to its paying customers (please click here for details). AF search results are conferred based on standardized and automated factors.