Press Releases

CHARLESTON – Fifty-three West Virginia investment professionals have been named to the twelfth 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 also 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 2014 SMART529 Honor Roll were rated on both the number of new accounts opened and total dollars invested in the SMART529 program.

Investment professionals receiving the award include:

 

City

Advisor Name

Firm Name

Barboursville

Scott Bumgardner

Edward Jones

Barboursville

Jeanette Perry

Edward Jones

Beckley

Samantha Frasier

BB&T Investment Services Inc.

Beckley

Douglas Lehman

Edward Jones

Beckley

Deana Gwinn

JP Morgan Chase Securities LLC

Beckley

Richard Showalter

Northwestern Mutual

Bridgeport

Aaron Mann

Edward Jones

Bridgeport

Bob McKinley

Edward Jones

Bridgeport

Samuel Guarascio

Raymond James Financial Services

Buckhannon

Lisa Cain

Edward Jones

Charleston

Dale Goff

Ameriprise Financial Services Inc.

Charleston

Shari Akhtar

BB&T Investment Services Inc.

Charleston

Kathryn Lester

Hilliard Lyons

Charleston

David Kirby

Hilliard Lyons

Charleston

Tony Parsons

JP Morgan Chase Securities LLC

Charleston

Joel McDavid

Merrill Lynch

Charleston

John Quisenberry

Merrill Lynch

Charleston

Jeff Borman

Wells Fargo Advisors LLC

Charleston

William Painter

Wells Fargo Advisors LLC

Clarksburg

Sommer Brown

BB&T Investment Services Inc.

Fairmont

James Chadwell

AXA Advisors LLC

Fairmont

Brent Wilmoth

AXA Advisors LLC

Huntington

Susanne Eavenson

BB&T Investment Services Inc.

Huntington

Christopher Staten

JP Morgan Chase Securities LLC

Kingwood

Tarrell Ries

Edward Jones

Lewisburg

Katie Eads

Edward Jones

Martinsburg

Joanne Wadsworth

BB&T Investment Services Inc.

Martinsburg

Ethan Loewen

Edward Jones

Moorefield

Yvonne Williams

Edward Jones

Morgantown

Brian Kurcaba

Edward Jones

Morgantown

Raymie Mason

Edward Jones

Morgantown

John Barnes

Northwestern Mutual

Morgantown

Richard Sementa

United Brokerage Services Inc.

Morgantown

Louis Pelliccioni

Wells Fargo Advisors LLC

Morgantown

Brian Dean

WesBanco Securities

Moundsville

Douglas Schmidt

BB&T Investment Services Inc.

Oak Hill

Christopher Faris

JP Morgan Chase Securities LLC

Parkersburg

Paul Mancuso

Cetera Investment Services LLC

Parkersburg

Christopher Hall

Hall Financial Advisors

Parkersburg

Robert Winebrenner

Morgan Stanley

Parkersburg

Casey Lang

Northwestern Mutual

Parkersburg

Andrew Treat

Northwestern Mutual

Princeton

James Folmar

Edward Jones

Ripley

Bob Murray

Edward Jones

South Charleston

Greg Cox

Heritage Investment Group Inc.

Saint Albans

Robert Menear

BB&T Investment Services Inc.

Scott Depot

Christopher Childress

JP Morgan Chase Securities LLC

Shepherdstown

George Alwin

Edward Jones

Weston

Debbie Bennett

Edward Jones

Wheeling

Gary Glessner

Glessner Professional Center

Wheeling

Christopher Freeman

Raymond James Financial Services

Wheeling

Tammy Poppe

Raymond James Financial Services

Wheeling

Susan Pokwatka

SP Financial Strategies LLC

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, of which State Treasurer John Perdue is chairman. At the end of August, the SMART529 college savings plans had more than 118,000 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.

 

 






The Treasury does not collect state taxes. Visit the The West Virginia State Tax Department for assistance.

West Virginia State Treasurer's Office
1900 Kanawha Boulevard
Capitol Complex Building #1, Room E-145
Charleston, West Virginia 25305
304-558-5000 Toll Free: 800-422-7498
Hours: 8am-5pm (ET)

Copyright 2021 by West Virginia State Treasury