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111 advisors near
26003
within the area shown on the map
Out of 400,000+ nationwide
William P
Series 65
Wheeling, WV
Hazlett, Burt & Watson, Inc.
William Paras is a financial advisor at Hazlett, Burt & Watson, Inc. with 19 years of industry experience. He holds a Series 65 designation and has been with Hazlett, Burt & Watson since 2007. Paras also serves as Vice President and Portfolio Manager at Security National Trust Co., where he has worked since 2004. Hazlett, Burt & Watson’s division, Security Capital Management, provides customized investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit-sharing plans. The firm employs a documented investment process focused on asset allocation modeling and ongoing monitoring across traditional and alternative asset classes, and it offers both discretionary and non-discretionary account programs.
Walker H
CFP®, Series 66
Wheeling, WV
Hazlett, Burt & Watson, Inc.
Walker Holloway III is a CFP® and holds a Series 66 license, with 15 years of industry experience. He has been with Hazlett, Burt & Watson, Inc. since 2013. Hazlett, Burt & Watson’s Security Capital Management division provides investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit-sharing plans. The firm integrates brokerage, insurance, and trust capabilities to offer a broad range of advisory and brokerage services, managing approximately $1.39 billion for over 2,300 clients through a team of 20 advisors.
Harold B
Series 63, Series 65
Wheeling, WV
Hazlett, Burt & Watson, Inc.
Harold Burech is a financial advisor with Hazlett, Burt & Watson, Inc. in Wheeling, WV, holding Series 63 and Series 65 designations and with 48 years of industry experience. He has been with Hazlett, Burt & Watson since 1977. He is part of Security Capital Management, a division of Hazlett, Burt & Watson, which provides investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit-sharing plans. The firm manages approximately $1.39 billion for about 2,357 clients and offers both asset management and wrap-fee programs, utilizing a defined investment management cycle and a diversified approach including mutual funds, ETFs, equities, fixed income, and alternative asset classes.
Matthew E
Series 65
Wheeling, WV
Mckinley Carter Wealth Services, Inc.
Matthew Epling is a financial advisor at McKinley Carter Wealth Services, Inc. with two years of industry experience. He holds a Series 65 designation and previously worked at HomeBase Inc and Moxxee Coffee. McKinley Carter Wealth Services is an SEC-registered investment adviser serving individuals, families, institutional, and nonprofit clients. The firm offers financial planning, investment management, and retirement plan consulting, employing both fundamental and technical analysis within a long-term strategic asset allocation framework.
David N
Series 63
Wheeling, WV
Mckinley Carter Wealth Services, Inc.
David Nolan is a financial advisor at McKinley Carter Wealth Services, Inc. in Wheeling, WV, with 25 years of industry experience. He has been with McKinley Carter since 2010 and previously worked at BB&T Asset Management for eight years. Nolan holds the Series 63 designation. McKinley Carter Wealth Services is an SEC-registered investment adviser serving individuals, families, institutional, and nonprofit clients. The firm offers financial planning, investment management, retirement plan consulting, and philanthropic endowment services, combining fundamental and technical analysis within a strategic asset allocation framework tailored to client risk tolerance and account size.
Thomas M
Series 63, Series 65
Wheeling, WV
Hazlett, Burt & Watson, Inc.
Thomas Morrison is a financial advisor with Hazlett, Burt & Watson, Inc. in Wheeling, WV, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Hazlett, Burt & Watson since 1996. Hazlett, Burt & Watson’s division, Security Capital Management, provides customized investment management and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit-sharing plans. The firm employs a documented investment process focused on asset allocation across traditional and alternative asset classes and offers both discretionary and non-discretionary account programs.
John S
Series 66
Wheeling, WV
Mckinley Carter Wealth Services, Inc.
John Slicer is a financial advisor at McKinley Carter Wealth Services, Inc. with 18 years of industry experience. He holds a Series 66 designation and has been with McKinley Carter since 2008. Outside of his advisory role, Slicer operates a magic entertainment business called Corporate Wizardry. McKinley Carter Wealth Services is an SEC-registered adviser serving individuals, families, institutional, and nonprofit clients. The firm offers financial planning, investment management, retirement plan consulting, and philanthropic endowment services, employing a combination of fundamental and technical analysis within a long-term strategic asset allocation framework.
Joshua B
Series 66
Wheeling, WV
Hazlett, Burt & Watson, Inc.
Joshua Braunlich is a financial advisor with Hazlett, Burt & Watson, Inc., holding a Series 66 credential and 18 years of industry experience. He has been with Hazlett, Burt & Watson since 2012. Hazlett, Burt & Watson’s division, Security Capital Management, provides customized investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit-sharing plans. The firm uses a documented investment process focused on asset allocation and offers both wrap and non-wrap account programs with discretionary and non-discretionary management.
William C
Series 65
Wheeling, WV
Mckinley Carter Wealth Services, Inc.
William Carter is a Series 65-licensed advisor at McKinley Carter Wealth Services, Inc. in Wheeling, WV, with 22 years of industry experience. He has been with McKinley Carter Wealth Services since 2008 and maintains a legal practice as an attorney since 1997. Outside of advising, he serves on the board of the Greater Kanawha Valley Foundation and is involved in several business activities related to property management and digital communication consulting. McKinley Carter Wealth Services is an SEC-registered investment adviser serving individuals, families, institutional, and nonprofit clients. The firm provides financial planning, investment management, retirement plan consulting, and philanthropic endowment services using a combination of mutual funds, ETFs, individual securities, options, and private placements, with an investment process that incorporates both fundamental and technical analysis within a long-term strategic asset allocation framework.
Sierra L
Series 65
Wheeling, WV
Commonwealth Financial Services
Sierra Love is a financial advisor at Commonwealth Financial Services with one year of industry experience. She holds a Series 65 designation. Prior to joining Commonwealth, she worked at Hazlett, Burt & Watson for three years and has experience outside finance in veterinary services and education. Commonwealth Financial Services is an SEC-registered advisory firm that serves individual clients, pension and profit-sharing plans, trusts, estates, corporations, and other business entities. The firm offers portfolio management, financial planning, retirement plan advisory services, and lending solutions, using a range of investment strategies and providing fiduciary and educational services.
Suzette S
Series 66
Wheeling, WV
Mckinley Carter Wealth Services, Inc.
Suzette Smith is a financial advisor with McKinley Carter Wealth Services, Inc. She holds a Series 66 designation and has 21 years of industry experience. Her prior work includes positions at Willow Glen Capital, LLC and Wells Fargo Advisors. McKinley Carter Wealth Services is an SEC-registered investment adviser serving individuals, families, institutional, and nonprofit clients. The firm offers financial planning, investment management, retirement plan consulting, and philanthropic endowment services, utilizing a combination of fundamental and technical analysis within a long-term strategic asset allocation framework.
Teresa M
CFP®, Series 63, Series 65
Wheeling, WV
Mckinley Carter Wealth Services, Inc.
Teresa Michaels is a CFP® professional with 15 years of experience in financial advising. She has been with McKinley Carter Wealth Services, Inc. since 2016. Outside of her advisory work, she serves as a member of the Finance Advisory Council at the WVU John Chambers College of Business & Economics. McKinley Carter Wealth Services is an SEC-registered firm serving individuals, families, institutions, and nonprofits. The firm offers financial planning, investment management, retirement plan consulting, and philanthropic endowment services, utilizing a combination of fundamental and technical analysis within a strategic asset allocation framework.
Jeffrey S
Series 65
Wheeling, WV
Mckinley Carter Wealth Services, Inc.
Jeffrey Stenhouse is a financial advisor at McKinley Carter Wealth Services, Inc. in Wheeling, WV, holding a Series 65 designation with five years of industry experience. His prior work includes roles at Ellis Insurance Agency, IT Solutions LLC, and in education with Boone County Schools and the University of Charleston. McKinley Carter Wealth Services is an SEC-registered investment adviser serving individuals, families, institutional, and nonprofit clients. The firm offers financial planning, investment management, retirement plan consulting, and philanthropic endowment services, utilizing a combination of fundamental and technical analysis within a long-term strategic asset allocation framework.
Tarina N
Series 66
Wheeling, WV
Hazlett, Burt & Watson, Inc.
Tarina Neely is a Series 66-licensed advisor with Hazlett, Burt & Watson, Inc. She has been with the firm since 1996 and has three years of industry experience. Outside of advising, she works part-time as a REALTOR through Paull Associates, Inc. Hazlett, Burt & Watson’s division, Security Capital Management, provides customized investment management and financial planning to individuals, high-net-worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit-sharing plans. The firm follows a documented investment process focusing on asset allocation across traditional and alternative asset classes and manages both wrap and non-wrap accounts.
Christopher W
Series 63, Series 65
Wheeling, WV
Wesbanco Securities, Inc.
Christopher Walter is a financial advisor with Wesbanco Securities, Inc. in Clinton, MD, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He previously worked at SunTrust Advisory Services and SunTrust Investment Services, Inc. Walter also works as an Allstate Rescuer on weekends and holidays, assisting motorists with car troubles. Wesbanco Securities, Inc. provides investment advice and portfolio management to individuals, corporations, trusts, estates, and retirement plans, managing approximately $166 million in assets. The firm offers a variety of investment solutions including wrap-fee programs, third-party managed accounts, and tax-aware and ESG models, with a primarily nondiscretionary approach supported by multiple analytical methods.
Matthew D
Series 66
Wheeling, WV
Wesbanco Securities, Inc.
Matthew D'amico is a financial advisor with WesBanco Securities, Inc. He holds a Series 66 designation and has two years of industry experience. His prior roles include positions at The Leaders Group Inc, Illumination Financial Group, and Equitable Advisors, LLC. 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 various wrap-fee and managed account programs, focusing on tailored investment strategies aligned with clients’ objectives and risk tolerance.
Stefan B
Series 66
Wheeling, WV
Wesbanco Securities, Inc.
Stefan Brannare is a financial advisor at WesBanco Securities, Inc. with 23 years of industry experience. He holds a Series 66 designation and has previously worked at Cetera Investment Advisers LLC, Cetera Advisor Networks LLC, and Summit Financial Group. He serves as a board member of the Ohio Valley Hockey Association. WesBanco Securities, Inc. provides investment advice and portfolio management to individuals, corporations, trusts, estates, and retirement plans. The firm offers a range of portfolio management programs, including wrap-fee accounts and access to third-party managed solutions, with a focus on both nondiscretionary and discretionary strategies.
Patricia C
Series 66
Wheeling, WV
United Brokerage Services, INC
Patricia Caprarese is a financial advisor with United Brokerage Services, Inc., holding a Series 66 designation and four years of industry experience. Her prior roles include positions at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and United Bank. United Brokerage Services, Inc. offers investment advisory and brokerage services to individuals, corporate pension and profit-sharing plans, and trust clients through various programs. The firm predominantly manages client assets on a non-discretionary basis and combines a banking affiliation with a dual registration as both an RIA and a broker-dealer.
Howard B
CFP®, ChFC®, Series 66
Wheeling, WV
Wesbanco Securities, Inc.
Howard Bertram is a CFP® and ChFC® with 21 years of experience in the financial services industry. He has been with WesBanco Securities, Inc. since 2006 and Wesbanco Bank since 2012, both based in Pittsburgh, PA. Bertram sells life insurance and fixed annuities through his office. WesBanco Securities, Inc. provides investment advice and portfolio management to individuals, corporations, trusts, estates, and retirement plans, managing approximately $166 million in assets. The firm offers a range of wrap-fee programs and third-party managed solutions, using a variety of analytical methods and investment strategies.
Rose W
Series 63, Series 66
Wheeling, WV
Wesbanco Securities, Inc.
Rose Wilson is a financial advisor at WesBanco Securities, Inc. with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has been with WesBanco Securities since 2015. Outside of her advisory role, she is involved in animal welfare through crafting items for sale and donation, and serves as Co-Chair of the GARF Foundation, a nonprofit supporting owners of cats with FELV or FIV. WesBanco Securities, Inc. provides investment advice and portfolio management services to individuals, corporations, trusts, estates, and retirement plans. The firm offers a range of wrap-fee portfolio management programs and third-party managed solutions, employing various analytical methods and investment strategies while maintaining a bank-affiliated structure.
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Finding advisors...
111 advisors near
26003
within the area shown on the map
Out of 400,000+ nationwide