McKinley Carter Wealth Services
Investment ManagementView the employees at
McKinley Carter Wealth Services-
Julie Wood Administrative Professional
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Charleston, West Virginia, United States
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Top 10%
Julie Wood Administrative Professional-
Charleston, West Virginia, United States
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Top 10%
Joshua Johnson, CFP® Financial Strategist at McKinley Carter Wealth Services-
Dayton, Ohio, United States
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Top 5%
Chelsea Clegg, CFP® Associate Financial Strategist at McKinley Carter Wealth Services-
Jacobsburg, Ohio, United States
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Rising Star
Julie Brown, CFP® Financial Strategist at McKinley Carter Wealth Services-
Dayton, Ohio, United States
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Rising Star
Overview
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.
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