Jay Williams, Cfp® Cima® Aif®
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Jay Williams, Cfp® Cima® Aif® Email & Phone Number

Financial Strategist @ McKinley Carter | CFP®, CIMA®, AIF® at McKinley Carter Wealth Services
Location: Charleston-Huntington Area, United States 2 work roles 3 schools
1 work email found @mc-ws.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email j****@mc-ws.com
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Current company
McKinley Carter Wealth Services
Role
Financial Strategist @ McKinley Carter | CFP®, CIMA®, AIF®
Location
Charleston-Huntington Area, United States
Company size
39 employees

Who is Jay Williams, Cfp® Cima® Aif®? Overview

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Quick answer

Jay Williams, Cfp® Cima® Aif® is listed as Financial Strategist @ McKinley Carter | CFP®, CIMA®, AIF® at McKinley Carter Wealth Services, a with 39 employees, based in Charleston-Huntington Area, United States. AeroLeads shows a work email signal at mc-ws.com and a matched LinkedIn profile for Jay Williams, Cfp® Cima® Aif®.

Jay Williams, Cfp® Cima® Aif® previously worked as Financial Strategist at Mckinley Carter Wealth Services and Associate Financial Strategist at Mckinley Carter Wealth Services. Jay Williams, Cfp® Cima® Aif® holds Financial Planning And Services from Florida State University.

Company email context

Email format at McKinley Carter Wealth Services

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*@mc-ws.com
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AeroLeads found 1 current-domain work email signal for Jay Williams, Cfp® Cima® Aif®. Compare company email patterns before reaching out.

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Profile bio

About Jay Williams, Cfp® Cima® Aif®

As a Financial Strategist at McKinley Carter Wealth Services, I use my strategic, technical, and administrative expertise to serve clients across a wide range of financial and wealth advisory needs.I have ten years of experience in providing comprehensive and customized solutions for young, working families, and high-net-worth clients alike. I independently manage ~$100M in liquid assets for clients in West Virginia and across the country, covering discretionary investment management, debt counseling, financial autonomy analysis, social security planning, insurance reviews, and career coaching. My mission is to help professionals make easier, but more informed decisions about their money and their future.

Listed skills include Investment Management, Portfolio Management, Retirement Planning, Financial Planning, and 41 others.

Current workplace

Jay Williams, Cfp® Cima® Aif®'s current company

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McKinley Carter Wealth Services
Mckinley Carter Wealth Services
Financial Strategist @ McKinley Carter | CFP®, CIMA®, AIF®
wheeling, west virginia, united states
Website
mckinleycarter.com
Employees
39
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2 roles

Jay Williams, Cfp® Cima® Aif® work experience

A career timeline built from the work history available for this profile.

Financial Strategist

Current
Mckinley Carter Wealth Services

Charleston, West Virginia Area

Using specific Strategic, Technical and Administrative expertise to serve young professionals, working families, retirees and High-Net-Worth clients alike. Independently managing ~$115M in liquid assets for clients in WV and throughout the US, across all aspects of financial and wealth advisory:-Discretionary Investment Management-Debt Counseling-Tax Advantaged Portfolio Construction-Financial Autonomy Analysis-Social Security Planning-Insurance Policy Examination-Career Coaching

Aug 2017 - Present

Associate Financial Strategist

Mckinley Carter Wealth Services

Charleston, West Virginia Area

Providing comprehensive and strategic planning, assistance and coordination for our clients across a wide range of common financial issues

Dec 2013 - Aug 2017
Team & coworkers

Colleagues at McKinley Carter Wealth Services

Other employees you can reach at mckinleycarter.com. View company contacts for 39 employees →

DM Danette Millhouse, Fpqp Danette Millhouse, Fpqp Colleague at Mckinley Carter Wealth ServicesFollansbee, West Virginia, United States View → DT Drew Tardy, Chfc® Clu® Drew Tardy, Chfc® Clu® Colleague at Mckinley Carter Wealth ServicesCharleston-Huntington Area, United States View → JJ Joshua Johnson, Cfp® Joshua Johnson, Cfp® Colleague at Mckinley Carter Wealth ServicesDayton, Ohio, United States View → SS Suzette Smith Suzette Smith Colleague at Mckinley Carter Wealth ServicesMarshall County, West Virginia, United States View → SS Sandy Steedle Sandy Steedle Colleague at Mckinley Carter Wealth ServicesPittsburgh, Pennsylvania, United States View → KM Kathleen Mcdermott Kathleen Mcdermott Colleague at Mckinley Carter Wealth ServicesMarshall County, West Virginia, United States View → JM J. Michael O’Brien J. Michael O’Brien Colleague at Mckinley Carter Wealth ServicesWheeling, West Virginia, United States View → JL Jackie Lawson Jackie Lawson Colleague at Mckinley Carter Wealth ServicesSouth Charleston, West Virginia, United States View → FN Frank Neiderhiser, Cfp® Frank Neiderhiser, Cfp® Colleague at Mckinley Carter Wealth ServicesCheswick, Pennsylvania, United States View → NG Nicole Gabriel, Cfpⓡ Nicole Gabriel, Cfpⓡ Colleague at Mckinley Carter Wealth ServicesAllison Park, Pennsylvania, United States View →
3 education records

Jay Williams, Cfp® Cima® Aif® education

Bachelor'S Degree, Business Management

West Virginia Wesleyan College

Activities and Societies: Chi Phi Fraternity, Inter-Fraternal Council, Campus Ambassadors, WVWC Swimming.

FAQ

Frequently asked questions about Jay Williams, Cfp® Cima® Aif®

Quick answers generated from the profile data available on this page.

What company does Jay Williams, Cfp® Cima® Aif® work for?

Jay Williams, Cfp® Cima® Aif® works for McKinley Carter Wealth Services.

What is Jay Williams, Cfp® Cima® Aif®'s role at McKinley Carter Wealth Services?

Jay Williams, Cfp® Cima® Aif® is listed as Financial Strategist @ McKinley Carter | CFP®, CIMA®, AIF® at McKinley Carter Wealth Services.

What is Jay Williams, Cfp® Cima® Aif®'s email address?

AeroLeads has found 1 work email signal at @mc-ws.com for Jay Williams, Cfp® Cima® Aif® at McKinley Carter Wealth Services.

Where is Jay Williams, Cfp® Cima® Aif® based?

Jay Williams, Cfp® Cima® Aif® is based in Charleston-Huntington Area, United States while working with McKinley Carter Wealth Services.

What companies has Jay Williams, Cfp® Cima® Aif® worked for?

Jay Williams, Cfp® Cima® Aif® has worked for Mckinley Carter Wealth Services.

Who are Jay Williams, Cfp® Cima® Aif®'s colleagues at McKinley Carter Wealth Services?

Jay Williams, Cfp® Cima® Aif®'s colleagues at McKinley Carter Wealth Services include Danette Millhouse, Fpqp, Drew Tardy, Chfc® Clu®, Joshua Johnson, Cfp®, Suzette Smith, and Sandy Steedle.

How can I contact Jay Williams, Cfp® Cima® Aif®?

You can use AeroLeads to view verified contact signals for Jay Williams, Cfp® Cima® Aif® at McKinley Carter Wealth Services, including work email, phone, and LinkedIn data when available.

What schools did Jay Williams, Cfp® Cima® Aif® attend?

Jay Williams, Cfp® Cima® Aif® holds Financial Planning And Services from Florida State University.

What skills is Jay Williams, Cfp® Cima® Aif® known for?

Jay Williams, Cfp® Cima® Aif® is listed with skills including Investment Management, Portfolio Management, Retirement Planning, Financial Planning, Financial Services, Risk Management, Account Management, and Life Insurance.

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