Fifty West Virginia investment professionals have been named to the fourteenth 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 college savings plan.”
Financial advisors named to the 2016 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 2016 award include:
City | Firm | Representative |
Barboursville | Edward Jones | Scott Bumgardner |
Barboursville | Raymond James | Brian Massey |
Beckley | Edward Jones | Douglas Lehman |
Beckley | JP Morgan Chase Securities LLC | Deana Gwinn |
Beckley | Northwestern Mutual | Richard Showalter |
Bridgeport | Edward Jones | Edward Aman II |
Bridgeport | Edward Jones | Robert McKinley |
Bridgeport | MVB Bank | Samuel Guarascio |
Buckhannon | Edward Jones | Lisa Cain |
Charleston | Ameriprise Financial | Dale Goff |
Charleston | BB&T Investment Services Inc. | Shari Akhtar |
Charleston | Fifth Third Securities Inc. | Thomas Dillon |
Charleston | Fourth Avenue Financial | John Burdette |
Charleston | Hilliard Lyons | David Kirby |
Charleston | Hilliard Lyons | Kathryn Lester |
Charleston | Huntington Investment Co. | Blaise Robeson |
Charleston | JP Morgan Chase Securities LLC | James Parsons |
Charleston | JP Morgan Chase Securities LLC | Ralph Wagoner |
Charleston | Merrill Lynch | John Quisenberry |
Charleston | Merrill Lynch | Joel McDavid |
Charleston | Raab Wealth Advisors | Terry Raab |
Clarksburg | BB&T Investment Services Inc. | Sommer Brown |
Elkview | Poca Valley Financial | Thomas Anderson |
Fairmont | AXA Advisors LLC | James Chadwell |
Fairmont | Flowers and Associates | Bryan Flowers |
Huntington | BB&T Investment Services Inc. | Susanne Eavenson |
Huntington | TIAA-CREF Wealth Management | Robert Menear |
Hurricane | LOC Investment Advisors | Jeffrey Borman |
Lewisburg | Edward Jones | Katie Eads |
Martinsburg | BB&T Investment Services Inc. | Joanne Wadsworth |
Morgantown | AXA Advisors LLC | Brent Wilmoth |
Morgantown | BB&T Investment Services Inc. | Douglas Davis |
Morgantown | Edward Jones | Brian Kurcaba |
Morgantown | Northwestern Mutual | John Barnes |
Moundsville | BB&T Investment Services Inc. | Douglas Schmidt |
Oak Hill | JP Morgan Chase Securities LLC | Christopher Faris |
Parkersburg | Hall Financial Advisors LLC | Christopher Hall |
Parkersburg | Northwestern Mutual | Casey Lang |
Ripley | Edward Jones | Robert Murray |
S Charleston | Heritage Investment Group | Greg Cox |
Scott Depot | JP Morgan Chase Securities LLC | Christopher Childress |
Weirton | Metlife Securities Inc. | Rickey Thomas |
Wheeling | Wells Fargo Advisors | Andrew McKenzie |
Wheeling | Wells Fargo Advisors | Michael Riedel |
Wheeling | Wells Fargo Advisors | Fred Scheeren |
Wheeling | SP Financial Strategies | Susan Pokwatka |
Wheeling | Raymond James | Christopher Freeman |
Wheeling | Raymond James | Tammy Poppe |
Wheeling | Wesbanco Securities Inc. | Howard Bertram |
Winfield | Poca Valley Financial | Joshua Wood |
State residents have the option of opening SMART529 college 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. At the end of September, the SMART529 college savings plans had more than 127,000 accounts with investments totaling over $2.2 billion. West Virginia’s SMART529 program is open to investors nationwide.
SMART529 college 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 college 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.