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Jay W

Series 63, Series 65

Washington, UT

Merrill

Jay Wamsley is a Senior Vice President and Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 1985. Based in Northern Utah, he works with clients to develop personalized financial strategies that address their long-term goals, focusing on areas such as corporate executive services, education planning, retirement planning, philanthropic planning, portfolio management, investment strategy, tax minimization, and retirement income. Jay holds a Bachelor's degree in Finance with a minor in Economics from Utah State University. He is a Personal Investment Advisor (PIA) and is involved with the professional organization SCOUTREACH. Jay lives in Mountain Green, Utah, with his wife, Karen, and their four sons. In his spare time, he enjoys various outdoor activities including golfing, fly fishing, hunting, skiing, and piloting, as well as spending time with his family.

Wealth management Retirement income strategy General retirement planning Charitable giving & philanthropy College savings (529s, UTMA, etc.)
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