Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Preston H
Series 63, Series 65
Sheperdsville, KY
Wesbanco Securities, Inc.
Preston Hall is a financial advisor at WesBanco Securities, Inc. with three years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at MWA Financial Services Inc. and Modern Woodmen of America, among others. WesBanco Securities, Inc. provides investment advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers customized financial planning and portfolio management through non-discretionary wrap accounts and access to third-party managed portfolios, emphasizing tailored investment strategies based on client objectives, risk tolerance, and time horizon.
David R
Series 63, Series 65
Sheperdsville, KY
Wesbanco Securities, Inc.
David Reynolds is a financial advisor with WesBanco Securities, Inc. in Newport, KY, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at BB&T Investments for 12 years before joining WesBanco Securities in 2017. WesBanco Securities, Inc. provides investment advice and portfolio management to individuals, corporations, trusts, estates, and retirement plans. The firm manages approximately $166 million in assets for about 842 clients through a range of wrap-fee programs and third-party managed solutions, offering both nondiscretionary and discretionary account options.
Karen W
Series 63, Series 65, Series 66
Sheperdsville, KY
Wesbanco Securities, Inc.
Karen Watson is a financial advisor with WesBanco Securities, Inc., holding Series 63, Series 65, and Series 66 designations and bringing 17 years of industry experience. Her prior roles include positions at WesBanco Bank, PNC Bank, PNC Investments, and Morgan Stanley. WesBanco Securities, Inc. provides investment advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm emphasizes tailored investment strategies through a non-discretionary wrap-fee program with access to third-party managed accounts and uses fundamental, technical, and charting analysis to guide portfolio management.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters