Morgantown, WV Suncrest Office

Team
Updated today

Client AUM

$7,782,587,086

Clients

42,153

Advisors

3

Of 428 advisors across 312 offices

Location

Suncrest, 3120 University Ave.

Morgantown WV 26505

Advisors at this office

3

Advisors at this office

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Laura H

CFP®, Series 63, Series 65

Morgantown, WV

The huntington Investment company

Laura Howe is a CFP® professional with 20 years of industry experience. She has worked at The Huntington Investment Company since 2007 and has been with Ameriprise Financial Services, LLC since 2026. Howe holds Series 63 and Series 65 licenses. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm offers multiple wrap-fee programs using an open-architecture model that integrates third-party and affiliate strategies, with portfolio management and custodial services supported through National Financial Services.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
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Isaiah S

CFP®, Series 66

Morgantown, WV

The huntington Investment company

Isaiah Simon is a CFP® credentialed financial advisor at The Huntington Investment Company with four years of industry experience. His prior work history includes roles at Ameriprise Financial Services, Cetera Advisor Networks, and various non-financial businesses. The Huntington Investment Company serves individuals, high-net-worth clients, charitable organizations, and corporations with advisory and brokerage services. The firm offers multiple wrap-fee programs through an open-architecture model that incorporates third-party and affiliate-managed portfolios, with account management options including advisor discretion, model providers, and overlay services.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
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Gregory M

Series 66

Morgantown, WV

The huntington Investment company

Gregory Mccoy Jr. is a financial advisor at The Huntington Investment Company in Morgantown, WV, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Ameriprise Financial Services, Cetera, and First United Bank & Trust. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs using an open-architecture model that combines third-party sub-managers and proprietary Private Bank models.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
View complete list of advisors at this office
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