Jay Williams CFP®, CIMA®, AIF®

Jay Williams, CFP®, CIMA®, AIF®

Financial Strategist

Jay is a financial strategist in the Charleston office. He serves a wide range of McKinley Carter clients in West Virginia and across the country, helping young professionals and retirees alike navigate the questions and intricacies of their money. Jay is a member of the communications committee of our Investment Services Council (ISC) and serves as the overall Specialized Practice Group Content Coordinator.

Licensing and Education

Bachelor of Science in Business Management West Virginia Wesleyan College
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Certified Investment Management Analyst (CIMA®)
Accredited Investment Fiduciary (AIF®)

Community Involvement

Jay is a lifelong West Virginian with a deep love for the state and its people. Jay currently serves as committee chair for Young Life Kanawha Valley and is a board member of Generation West Virginia. Jay, his wife Breana, and their two boys live in South Hills area of Charleston. In his free time, Jay enjoys golf, traveling with his family and being consistently let down by the Miami Dolphins.

Selected Resources

Tax Tips for Charitable Donations

Jay’s Articles

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Wealth Management

Summer: A Great Time to Teach Kids Smart Money Habits

As a professional financial advisor and father of three young children, I’m often asked about ways to teach kids about money and good savings habits. With the lazy days of summer ahead, I consider it a great time to share two of my favorite “real world” methods for teaching kids to be smart about money, both of which get high marks from parents. Learn more.

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Wealth Management

Don’t Let FOMO, Shiny Objects Wreck Your Financial Plan

For many, the last 365 days as an investor have produced many emotions: fear, greed, panic, anxiety, euphoria, information overload — but none more powerful that the fear of missing out or FOMO. Because of FOMO, our likelihood of making decisions that are outside of our expertise, and/or not in line with our overall investment strategy, skyrockets. Read why it's so important not to become blinded by the shiny objects.

Investing

What a Former Executive Can Teach Us about Investor Behavior: Parallels in Patience

#1 indicator of investment performance is investor behavior. Work with a trusted financial advisor to navigate the forces that impact total financial picture.

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Expect to Leave Invigorated.

Every conversation with McKinley Carter is an energizing experience, an opportunity to take your financial instincts and confidence to the next level—starting with the very first one.