Jay Williams, CFP®, CIMA®

Charleston, WV

Verified Identity

Financial Strategist at

McKinley Carter Wealth Services

Years of Experience

11 years

Member Since

2022

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.

Clientele

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

Services Provided

Investment Management

Tax Planning

Financial Planning

Retirement Planning

Specialties and Expertise

Cash Flow Analysis

Debt Management

College Planning

High Net Worth Planning

Tax Minimization Inv...

Retirement Income

Endowments & Charities

Portfolio Construction

Credentials and Designations

AIF®

Accredited Investment Fiduciary®

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CIMA®

Certified Investment Management Analyst®

Click to learn more

Pricing Models

AUM

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

SEC Profile

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