Fifty-two West Virginia investment professionals have been named to the sixteenth annual SMART529 Honor Roll for encouraging families to save for higher education.
“West Virginia’s financial advisors play a valuable role in helping many families prepare for future costs associated with college,” said State Treasurer John Perdue, who serves as chairman of the SMART529 program’s governing board. “Our SMART529 Honor Roll recognizes those who have excelled in spreading the word on the advantages of the state’s SMART529 education savings plan.”
Financial advisors named to the 2018 SMART529 Honor Roll were rated on both the number of new accounts opened and total dollars invested in the SMART529 program.
Investment professional receiving the 2018 award include:
City |
First Name |
Last Name |
Firm |
Beckley |
Deana |
Gwinn |
Chase Bank |
Beckley |
Douglas |
Lehman |
Edward Jones |
Beckley |
Richard |
Showalter |
Northwestern Mutual Investment Services, LLC |
Bridgeport |
Edward |
Aman III |
Edward Jones |
Bridgeport |
Robert |
McKinley |
Edward Jones |
Buckhannon |
Lisa |
Cain |
Edward Jones |
Charles Town |
Leslie |
Crabill |
LPL Financial, LLC/Bank of Charles Town |
Charles Town |
Adam |
Stewart |
United Brokerage Services, Inc. |
Charleston |
Dale |
Goff |
Ameriprise Financial Services, Inc. |
Charleston |
Shari |
Akhtar |
BB&T Investment Services, Inc. |
Charleston |
Craig |
Bowden |
BB&T Securities, LLC |
Charleston |
Tony |
Parsons |
Chase Bank |
Charleston |
Greg |
Cox |
Heritage Investment Group, Inc. |
Charleston |
Kathryn |
Lester |
Hilliard Lyons |
Charleston |
Terry |
Raab |
Janney Montgomery Scott LLC |
Charleston |
Jeffrey |
Velepec |
Merrill Lynch |
Charleston |
Blaise |
Robeson |
The Huntington Investment Company |
Charleston |
Joel |
McDavid |
The New River Group at Morgan Stanley |
Charleston |
David |
Quisenberry |
The New River Group at Morgan Stanley |
Charleston |
William |
Painter |
Wells Fargo Clearing Services, LLC |
Clarksburg |
Sommer |
Brown |
BB&T Investment Services, Inc. |
Fairmont |
James |
Chadwell |
Axa Advisors, LLC |
Green Bank |
Luann |
Creager |
Good Life Financial, LLC |
Huntington |
Susanne |
Eavenson |
BB&T Investment Services, Inc. |
Huntington |
Joseph |
Lambert |
Chase Bank |
Huntington |
Terresa |
Pratt |
The Huntington Investment Company |
Huntington |
David |
Miller |
The Miller Investment Group |
Huntington |
Robert |
Simmons |
The Miller Investment Group |
Lewisburg |
Katie |
Eads |
Edward Jones |
Martinsburg |
Joanne |
Wadsworth |
BB&T Investment Services, Inc. |
Morgantown |
C. Brent |
Wilmoth |
Axa Advisors, LLC |
Morgantown |
Scott |
Davis |
BB&T Investment Services, Inc. |
Morgantown |
Brian |
Kurcaba |
Edward Jones |
Morgantown |
Raymie |
Mason |
Edward Jones |
Morgantown |
Jason |
Walls |
First United Bank & Trust |
Morgantown |
Rickey |
Thomas |
Thomas Financial |
Nutter Fort |
Anthony |
Abruzzino |
Abruzzino Wealth Management |
Oak Hill |
Christopher |
Faris |
Chase Bank |
Parkersburg |
Joshua |
McBride |
BB&T Investment Services, Inc. |
Parkersburg |
Paul |
Mancuso |
Community Bank of Parkersburg |
Parkersburg |
Christopher |
Hall |
Hall Financial Advisors |
Parkersburg |
Casey |
Lang |
Northwestern Mutual/Lang Financial |
Princeton |
Jim |
Folmar |
Edward Jones |
Ripley |
Robert |
Murray |
Edward Jones |
Ripley |
Cameron |
Stewart |
United Brokerage Services, Inc. |
Scott Depot |
Christopher |
Childress |
Chase Bank |
St. Albans |
Kyle |
Blank |
BB&T Investment Services, Inc. |
Weston |
Brian |
Dean |
United Brokerage Services, Inc. |
Wheeling |
Walker |
Holloway |
Hazlett, Burt & Watson, Inc. |
Wheeling |
Dustin |
DeFranco |
LPL Financial, LLC/DeFranco Financial |
Wheeling |
Christopher |
Freeman |
Raymond James Financial Services, Inc. |
Wheeling |
Tammy |
Poppe |
Raymond James Financial Services, Inc. |
State residents have the option of opening SMART529 savings accounts either directly with the program or through investment professionals located in banks, investment firms and other financial service businesses throughout West Virginia.
SMART529 is a program of the West Virginia College Prepaid Tuition and Savings Program Board of Trustees. In mid-January, the SMART529 education savings plans had more than 128,000 accounts with investments totaling over $2.4 billion. West Virginia’s SMART529 program is open to investors nationwide.
SMART529 education savings plans are issued by the West Virginia College Prepaid Tuition and Savings Program Board of Trustees. The Board of Trustees has selected The Hartford Life Insurance Company to administer its education savings program.
West Virginia offers special state tax incentives for West Virginia taxpayers who invest in SMART529. Before opening or contributing to an account, if investors or their designated beneficiaries are residents of states other than West Virginia, investors should compare the other state’s qualified tuition program and any state tax or other benefits that may provide.
Investors should consider the investment objectives, risks, charges and expenses associated with SMART529 before investing. This and other information are provided in the Offering Statements for the SMART529 college savings plans and in the prospectuses or other disclosure documents for the Underlying Funds, which can be obtained by calling 866-574-3542. The Offering Statements should be read carefully before opening an account or sending money.