As an Edward Jones financial advisor, I believe it is important to invest my time in understanding what you are working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can suggest retirement savings strategies, helping to provide you with more options for when you retire, regardless of your path. I can also help manage a distribution strategy for those already in retirement.
I joined Edward Jones as a financial advisor in 1999, opening the firm’s first office in Reynoldsburg, and became a limited partner with Edward Jones in 2007. I attended Ohio University and graduated cum laude in 1998. In 2013, I completed my master’s degree in personal financial planning. In addition, I earned the AAMS® professional designation in 2002 and the CFP® certification in 2010. I hold a Series 7 securities registration and an insurance license.
I am an active member of the Financial Planning Association of Central Ohio and the Worthington Estate Planning Counsel, and past president and current member of the Reynoldsburg Area Chamber of Commerce and the Tri-County Estate Planning Counsel.
Originally from the Youngstown, OH, area, I have resided in the Columbus area since 1999. I have been married to my wife, Julie, since 2002. We have three children: Gracie, 15; Billy, 13; and Griffin, 9. When not at the office, I enjoy spending time with my family, golfing and watching sports – especially rooting for the Buckeyes.
My branch office administrators, Michele Glusich and Ellen Schneider, are dedicated to providing the highest level of service possible.
We provide the investments, services and tools our clients need to work towards their financial future.
- Charitable Giving
- Portfolio Reviews
- Retirement Income Strategies
- Retirement Savings Strategies
- Wealth Strategies
- Estate & Legacy Strategies
My Personal Interests
- Spending Time with Family
- Sports Enthusiast
Phone NumberBill Kay at (614) 856-0856
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