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Jay Williams, CIMA®, AIF®
Jay Williams serves as a Financial Strategist for McKinley Carter.
Jay was born and raised in the Kanawha Valley, and earned a Bachelor’s Degree in Business Management from West Virginia Wesleyan College. Jay also holds the Certified Investment Management Analyst designation (CIMA®), after completing education through the Investments & Wealth Institute, as well as University of Pennsylvania’s prestigious Wharton School of Business.
Prior to joining McKinley Carter, Jay gained valuable experience in various roles within the insurance industry. As an agent, Jay sold multiple types of insurance and oversaw the financial services offerings within the office, including credit cards, auto loans, CDs, money market accounts, and IRAs. As an agent assistant, Jay managed marketing and direct mail campaigns in addition to selling insurance and financial services. In this role, he focused on client satisfaction by handling client correspondence, managing educational campaigns, and maintaining a high level of customer service.
Jay, his wife Breana, and son Martin currently live in the Fort Hill area of Charleston. In addition to being an active volunteer within Young Life (a local youth outreach ministry) and the Kanawha-Charleston Humane Association, Jay is a sad, sad fan of Miami Dolphins football.
McKinley Carter Wealth Services is an SEC registered independent wealth management firm that provides Wealth Management and Trust Services, Group Retirement Plan Services, and Nonprofit Advisory Services.