Investment Bank/Securities Brokerage - Wheeling, WV, US
principal, regional managing director, director of advisory services
Director of Wealth Management and Regional Managing Director
McKinley Carter Wealth Services is an SEC-registered independent wealth management firm that provides Wealth Management and Trust Services for individuals and families committed to growing and protecting their wealth across multiple generations; Retirement Plan Services for businesses focused on the long-term financial success of their owners and employees; and Nonprofit Advisory Services for nonprofit organizations seeking long-term financial security and sustainability. The firm operates out of seven regional offices: Wheeling, Charleston, and Parkersburg (W.Va.); Pittsburgh and Johnstown (PA); Gaithersburg, MD; and Dayton, OH.
Outlook
Hubspot
Salesforce
DigitalOcean
Microsoft Office 365