Jay G. Morey

Wealth Management Company Financial Advisor | Helping Families, Medical Professionals, and Hardworking Individuals Achieve Financial Security

Role
Wealth Management Company Financial Advisor at Northwestern Mutual
Location
Cincinnati, OH, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Jay G. Morey

Proud graduate of The Ohio State University, I specialize in helping young professionals, families, and emerging medical professionals by creating holistic and comprehensive financial plans to create desired outcomes. Some areas of expertise include: tax efficient wealth accumulation, risk management, education planning, major purchase planning, student loan repayment, and distribution planning.

Experience

  1. Wealth Management Company Financial Advisor

    Northwestern Mutual

    May 2020 — Present · OH, US

Education

  • The Ohio State University Fisher College of Business

    Bachelor of Science - BS, Finance, General

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Jay G. Morey — Wealth Management Company Financial Advisor at Northwestern Mutual in Cincinnati, OH, US | Unifers