Kay Wilson serves as the Operations Manager at BT Wealth Management. In her role, she plays an essential part of the BT Wealth Management Team by assisting the Chief Operations Officer and Chief Compliance Officer with daily operations of the firm.
Kay joined BT Wealth Management in 2018 bringing over 20 years of experience in the wealth management industry. Most recently, she worked as a Senior Wealth Strategy Associate with UBS Private Wealth Management. Prior to UBS, she spent 10 years at JP Morgan Securities as a Senior Client Associate where she managed client relationships, alternative investment services, managed money and the operations within multiple portfolios. She started her career in the securities industry at Lehman Brothers focusing on managed money and private fund services for high net-worth families.
Kay and her husband reside in Smyrna with their two children. She enjoys attending her son’s baseball games and gives back to the community by volunteering at The Atlanta Food Bank. She loves spending as much time as she can with her family.