Jay Williams, CFP®, CIMA®, AIF®
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 chairs 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®)
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.
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.