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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 worked since 1985. Based in Northern Utah, he has over 37 years of experience providing financial advice and wealth management strategies to individual and corporate clients. Jay graduated from Utah State University with a Bachelor of Arts degree in Finance and a minor in Economics. He holds the designation of Personal Investment Advisor (PIA). His areas of expertise include corporate executive services, education planning, personal retirement planning, philanthropic planning, portfolio management, individual and corporate investment strategies, tax minimization, and retirement income planning. He is involved with the community organization SCOUTREACH and enjoys spending time with his wife and four sons in Mountain Green, Utah. His personal interests include golfing, fly fishing, hunting, skiing, and piloting.
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