Jay Williams, CFP®, CIMA®, AIF® is a financial advisor for millennials, based on the east coast. He manages portfolios & projects for clients all over the country, while helping them build wealth and self-confidence.

 

Why Go It Alone?

Jay works with 125+ clients all over the US, and manages over $60M in portfolio assets through his parent firm, McKinley Carter.

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What Is a Fiduciary?

Being a fiduciary means doing what is in the best interest of you - the client- always. No sales, no commissions, no conflicts of interest - just objectivity and an expert to help you through all of life’s curve balls and transitions.

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Weekly Dispatches

Check out Jay’s latest articles, charts and social commentary.

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Latest Posts

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FOMO and Shiny Objects
FOMO and Shiny Objects

I heard a TV personality aptly summarize this climate a few weeks ago; it feels as though the 2020 buying frenzy motto should have been “That idea sounds stupid, but I’m going to buy some just to be safe.”

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Progress Over Perfection.
Progress Over Perfection.

Starting is hard. Don’t let your fear hold you back.

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Couples & Money - Getting Financially Naked
Couples & Money - Getting Financially Naked

Honesty and transparency are the key to any healthy relationship- why should you treat your money any differently?

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Sometimes, you just have to go for it. Something I’ve had in my head for a long time- and I’m grateful for my MCWS family for supporting this idea and having my back. Small businesses are the backbone of WV. Thanks to my friends for bei
Perfect setting for dinner & drinks with clients. Can’t wait. #surpriseanddelight #wealthcare #friendsandfamily #thebest #personalfinance #wealthmanagement
One. Step. Closer. Signed up to take the #CFP exam in November. This will be my third designation, and let me tell ya, the CFP Board does not mess around. Almost exactly one year to complete my coursework through #floridastateuniversity (highly rec
That’s a wrap on #fincon19! Can’t believe this thing exists. 4 straight days of networking, asking questions, finding resources and making friends. An entire community of people supporting one another, sharing knowledge and making lifelo
Good Morning! • I’m spending the next few days WAY outside of my comfort zone. • I’m in DC for #fincon19 learning from the best in online personal finance. I’ll be sitting in on sessions around digital marketing, blogging,
Harsh, but true.
Good morning! Spending my day in #NYC for the @investmentsandwealthinstitute #IAF19, doing a twitter takeover. Lots of old white guys here. Probably not gonna pick up on most of my memes.
First book of 2019 ✅ • My goal for 2019 is to read 18 books. I’m a pretty fast reader, but I tend to put my energy towards more ‘pressing’ needs like work, family time and ...more work 😂. • But, I always make sure this is
🚨Milestone for me folks! • First published comments as an advisor. Thanks to Casey Bond of @huffpostlife for great questions about the government shutdown, and how it will affect millions and millions of Americans filing taxes, if it continues
10 New Year’s Money Resolutions! (Part 2) • #entrepreneur #money #finance #financeblogger #moneytalk #dc #cwv #garyvee #financialfreedom #financialadvisor #financialindependence #debtfreecommunity #debtfreejourney #debtfree #estateplanning
10 New Year’s Money Resolutions! (Part 1) • #entrepreneur #money #finance #financeblogger #moneytalk #dc #cwv #garyvee #financialfreedom #financialadvisor #financialindependence #debtfreecommunity #debtfreejourney #debtfree #estateplanning
 
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Work With Jay

Being good with money is not usually about stockpiling cash, but mostly about avoiding costly mistakes. You should work with someone that helps you feel more confident in taking control of your total financial situation - and maybe have some fun doing it.

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McKinley Carter

When it comes to your money, it matters who you work with. Sometimes all you want is a second opinion, a new perspective or maybe even someone to do it all for you. McKinley Carter is the firm behind the face, and can give you all of the resources you would need, alongside the personalized service you expect.

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