William C. Kay,  CFP<sup>&reg;</sup> - Financial Advisor

William C. Kay, CFP®

AAMS®

Financial Advisor

Edward Jones

7504 Slate Ridge Blvd
Reynoldsburg, OH 43068
FINANCIAL ADVISOR'S WEBSITE
(614) 856-0856 CONNECT WITH William
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General

William Kay is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Edward Jones in Reynoldsburg, OH and the surrounding communities.

Financial Advisor Overview

Over the years, I have enjoyed serving the community, individual investors and their families. The ability to impact lives has always been my top priority. With my financial assessment expertise, I work with clients who are developing or developed personal financial strategies, with a special focus on retirement goals as well as estate and legacy strategies.

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Financial Advisor Experience

I joined Edward Jones as a financial advisor in 1999, opening the firm's first branch in Reynoldsburg, Ohio and became a limited partner with Edward Jones in 2007.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - AAMS

Insurance Licenses

  • Life insurance: OH,FL,GA,IN,KY,MS,NC,SC,TX
  • Health/disability insurance: OH,FL,GA,IN,KY,MS,NC,SC,TX
  • Fixed annuities: OH,FL,GA,IN,KY,MS,NC,SC,TX
  • Variable annuities: OH,FL,GA,IN,KY,MS,NC,SC,TX

Broker-Dealer Affiliation

Edward Jones

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Investment Management, Estate Planning, Getting Divorced, Mutual Funds, Job Loss, Insurance, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth

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Helpful Financial Planning Resources