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M. Jay Wertz, CFP®

Director of Wealth Advisory Services, Principal

Wealth Advisory Services, Cincinnati

Jay joined Johnson Investment Counsel in 1998. He is a Director of Wealth Advisory Services in the firm's Cincinnati office and holds the Certified Financial Planner (CFP) designation. Prior to joining the firm, Jay was a Trust Officer at a national bank. Jay leads the firm's Service Team and also serves on the firm's Leadership Team.

Education:

University of Cincinnati, B.B.A. Finance & Marketing

Community Involvement:

Elder High School,
Board of Trustees
Executive Committee
Finance and Facilities Committee, Chair
Society of St. Vincent de Paul, Board of Trustees

Memberships & Affiliations:

Wall Street Journal Wealth Management Advisory Panel

Highlights & Recognitions:

Quoted in the New York Times and Wall Street Journal