Brian Lipton

Regional Managing Director at McKinley Carter Wealth Services - Wheeling, WV, US

Brian Lipton's Colleagues at McKinley Carter Wealth Services
Nicole Gabriel

Financial Strategist

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Heidi Benner

Executive Assistant

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John Binz

Financial Strategist

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Jay Williams

Financial Strategist

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Drew Tardy

Financial Strategist, Regional Manager

Contact Drew Tardy

Kathleen McDermott

Director of Nonprofit Advisory Services & Business Development Manager

Contact Kathleen McDermott

Dino Giovannone

Financial Strategist / Certified Retirement Plans Specialist

Contact Dino Giovannone

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Brian Lipton's Contact Details
Email (Verified)
***@mc-ws.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
866 306-2400
Location
Washington D.C. Metro Area
Company
McKinley Carter Wealth Services
Brian Lipton's Company Details
McKinley Carter Wealth Services logo, McKinley Carter Wealth Services contact details

McKinley Carter Wealth Services

Wheeling, WV, US • 50 - 99 Employees
Investment Bank/Securities Brokerage

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.

Investment management Wealth management Retirement plan services Nonprofit advisory services Financial Planning Investment Bank/Securities Brokerage Management Investment Open-ended Investment Management
Details about McKinley Carter Wealth Services
Frequently Asked Questions about Brian Lipton
Brian Lipton currently works for McKinley Carter Wealth Services.
Brian Lipton's role at McKinley Carter Wealth Services is Regional Managing Director.
Brian Lipton's email address is ***@mc-ws.com. To view Brian Lipton's full email address, please signup to ConnectPlex.
Brian Lipton works in the Investment Bank/Securities Brokerage industry.
Brian Lipton's colleagues at McKinley Carter Wealth Services are Nicole Gabriel, Heidi Benner, John Binz, Jay Williams, Drew Tardy, Kathleen McDermott, Dino Giovannone and others.
Brian Lipton's phone number is 866 306-2400
See more information about Brian Lipton