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
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
Wealth Management Company Financial Advisor
May 2020 — Present · OH, US
Education
The Ohio State University Fisher College of Business
Bachelor of Science - BS, Finance, General
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