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Cindy M
PFS™, Series 66
Charleston, WV
Focus Partners Wealth, LLC
Cindy Mcghee is a financial advisor at Focus Partners Wealth, LLC with 21 years of industry experience. She holds the PFS™ and Series 66 credentials and has previously worked at The Colony Group, Buckingham Strategic Wealth, Arnett Carbis Toothman Wealth Advisors, and A&F Financial Holdings. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services, employing a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.
Jerry S
Series 66
Charleston, WV
Focus Partners Wealth, LLC
Jerry Slone is a financial advisor at Focus Partners Wealth, LLC with 20 years of industry experience. He holds a Series 66 designation and has previously worked at The Colony Group, LLC, Buckingham Asset Management, LLC, and Arnett Carbis Toothman Wealth Advisors LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.
Gregory S
Series 65
Charleston, WV
Focus Partners Wealth, LLC
Gregory Smith is a financial advisor at Focus Partners Wealth, LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at The Colony Group, Buckingham Strategic Wealth, N3 Results, Northwestern Mutual, and Bb&T Wealth, where he spent 20 years. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, offering a broad range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within a long-term, tax- and fee-sensitive framework that incorporates fundamental and quantitative analysis.
Neil D
Series 65
Charleston, WV
Focus Partners Wealth, LLC
Neil Deruiter is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. He holds the Series 65 designation and has prior experience at Buckingham Strategic Wealth, LLC. Before entering the financial industry, he worked in logistics and transportation sectors. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.
Christopher E
CFP®, Series 66
Charleston, WV
Focus Partners Wealth, LLC
Christopher Erlewine is a CFP® with 23 years of industry experience, currently serving at Focus Partners Wealth, LLC. His prior roles include positions at The Colony Group, Buckingham Strategic Wealth, Arnett Carbis Toothman Wealth Advisors, BB&T Investment Services, Harrisdirect, and Morgan Stanley. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.
Christopher W
Series 63, Series 65
Charleston, WV
Focus Partners Wealth, LLC
Christopher Willits is a financial advisor at Focus Partners Wealth, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Wesbanco Securities, Inc. Prior to his current role, he spent over a decade at Wesbanco Bank, Inc. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using both active and passive strategies within an enhanced open architecture framework.
Evan S
Series 65
Charleston, WV
Focus Partners Wealth, LLC
Evan Shamblin is a financial advisor at Focus Partners Wealth, LLC with three years of industry experience. He previously worked at Buckingham Strategic Wealth, LLC and Suttle & Stalnaker, PLLC. Shamblin holds a Series 65 designation and is based in Charleston, West Virginia. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management and advisory services. The firm’s investment approach combines active and passive strategies through an enhanced open architecture framework, incorporating quantitative analysis and tools such as trend-following and options overlay strategies.
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