McKinley Carter Wealth Services

Investment Bank/Securities Brokerage - Wheeling, WV, US

McKinley Carter Wealth Services Senior Management
Brian Lipton

Regional Managing Director

Contact Brian Lipton

Tyrone Phillippi

Regional Managing Director and Financial Strategist

Contact Tyrone Phillippi

David Mckinley

president and managing director

Contact David Mckinley

Brian Gongaware

principal, regional managing director, director of advisory services

Contact Brian Gongaware

David McKinley

President and Managing Director

Contact David McKinley

Tyrone Phillippi

Director of Wealth Management and Regional Managing Director

Contact Tyrone Phillippi

View All McKinley Carter Wealth Services Employees Contact All McKinley Carter Wealth Services Employees
McKinley Carter Wealth Services Details

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.

McKinley Carter Wealth Services logo, McKinley Carter Wealth Services contact details
Employees: 50 - 99
HQ: 866 306-2400
Location: Wheeling, WV, US
Revenue: 5 - 10 Million
Investment management Wealth management Retirement plan services Nonprofit advisory services Financial Planning Investment Bank/Securities Brokerage Management Investment Open-ended Investment Management
McKinley Carter Wealth Services Technologies
Email Providers

Outlook

Marketing Automation

Hubspot

Customer Relationship Management

Salesforce

Hosting

DigitalOcean

Other

Microsoft Office 365

View All Technologies Used At McKinley Carter Wealth Services

Contacting McKinley Carter Wealth Services: Connect with Executives and Employees

Get in Touch with McKinley Carter Wealth Services Executives and Employees

Connecting with McKinley Carter Wealth Services's Executives and Workforce

Accessing Contact Information for McKinley Carter Wealth Services Executives

Connecting with McKinley Carter Wealth Services: Reach Out to Their Team

Discover How to Contact McKinley Carter Wealth Services Executives and Staff

Looking to connect with McKinley Carter Wealth Services executives or employees?

Seeking to Get in Touch with McKinley Carter Wealth Services Executives or Staff?

Want to Reach Out to McKinley Carter Wealth Services Executives or Team Members?

In Search of Contact Details for McKinley Carter Wealth Services Professionals?

Connecting with McKinley Carter Wealth Services: Contacting Executives and Staff

Browse companies
A B C D E F G H I J K L M N O P Q R S T U V W X Y Z