Jay Williams

Associate Financial Strategist, AIF®


Jay Williams
Jay earned a bachelor’s degree in business management from West Virginia Wesleyan College. Before and after earning his degree, Jay worked in a variety of roles which provided valuable experience. While in school, he honed his sales skills by working as a sales associate for a leading retailer. In this capacity, Jay was incentivized by commission sales in a very results-driven and team-based environment, and he was recognized as a regional employee of the month and was promoted to team captain. During college, Jay also gained experience in the realm of client service by serving as an intern at a national organization’s lodge and retreat center. There he worked as part of a team focused on providing superior client service. Read More →

After earning his degree, Jay worked in the insurance industry as both an agent and an agent assistant. 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 was born and raised in Charleston, WV. He and his wife Breana currently live in the Fort Hill area of Charleston. Jay is an active volunteer with Young Life at George Washington High School.