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Jay Williams, CFP®, CIMA® | Financial Advisor

Profile img for Jay Williams, financial advisor at McKinley Carter Wealth Services
Charleston, WV
Jay Williams, CFP®, CIMA®
Financial Advisor
Financial Strategist at
McKinley Carter Wealth Services

Verified Identity

Important Disclosures

Allow Me to Introduce Myself
I love what I do. As a salaried employee of a truly independent firm, I am proud of the work I get to do for my clients, each and every day. No sales, no commissions - just consistent, accessible advice, tailored to your personal financial situation.
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Specialties and Expertise

8
Cash Flow Analysis
Debt Management
College Planning
High Net Worth Planning
Tax Minimization Investment Strategies
Retirement Income
Endowments & Charities
Portfolio Construction

Clientele

16
Inheritors
New Investors
Real Estate Agents
Professional Athletes
Retirees
Attorneys & Paralegals
Partners at Law Firms
Surviving Spouses
Single Mothers
Divorcees
Business Owners
Businesswomen
Doctors
High Net Worth Individuals
Teachers
Nurses

Credentials and Designations

3
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Accredited Investment Fiduciary®

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Certified Investment Management Analyst®

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Certified Financial Planner™

Education

3
Florida State University (Tallahassee)Certificate in Financial PlanningYear Obtained: 2019
University of PennsylvaniaCertificate in Investment Management Analysis (Wharton School; Aresty Institute of Executive Education)Year Obtained: 2017
West Virginia Wesleyan CollegeBachelor of Science - Business AdministrationYear Obtained: 2011
Quick Facts About Jay
Years of Experience:11 yearsMember since:2022

Services Provided

How I help my clients

Investment Management

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Tax Planning

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Financial Planning

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Retirement Planning

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Pricing Models

AUM

Proof of License

BrokerCheck
SEC Profile
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Charleston, WV
Jay Williams, CFP®, CIMA®
Financial Advisor
Financial Strategist at
McKinley Carter Wealth Services
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