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Jay Williams

Jay Williams Earns AIF® Designation

McKinley Carter’s Jay Williams Earns AIF® Designation

Charleston, W.Va. – McKinley Carter Wealth Services announces that Associate Financial Strategist Jay Williams has earned the national Accredited Investment Fiduciary (AIF®) designation.

In earning the AIF, Williams has demonstrated “the ability to implement a prudent process into his own investment practices and an ability to assist others in implementing proper policies and procedures.” As a member of McKinley Carter’s Charleston team, Jay works to deepen client relationships and assists in the delivery of financial planning and wealth management services to clients.

“We’re proud that Jay took the initiative to get involved with the AIF program as it aligns well with our corporate commitment to be the most well-respected firm and source of help in each of our markets of operation,” said McKinley Carter President and Managing Principal David H. McKinley, CFP®. “Our successful approach to investment advisory services is contingent upon the dedication and commitment of our advisors, and certainly the pursuit of professional development opportunities is an integral part of that commitment.”

A native of Charleston, Williams earned his bachelor’s degree in business management from West Virginia Wesleyan College and joined the McKinley Carter team in 2013. He and his wife Breana currently live in the Fort Hill area of Charleston where Williams is also an active volunteer with Young Life at George Washington High School.

McKinley Carter Wealth Services is an SEC registered independent wealth management firm with offices in Pittsburgh, PA, Charleston, Parkersburg and Wheeling, W.Va, as well as Gaithersburg, MD. The firm provides Wealth Management and Trust Services for individuals and families committed to growing and protecting their wealth across multiple generations; Retirement Planning Services for businesses focused on the long-term financial success of their owners and employees; and Nonprofit Advisory Services for nonprofit organizations seeking long-term financial security and sustainability.

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