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
Raymond James
Brian Massey
Beckley
Douglas Lehman
JP Morgan Chase Securities LLC
Deana Gwinn
Northwestern Mutual
Richard Showalter
Bridgeport
Edward Aman II
Robert McKinley
MVB Bank
Samuel Guarascio
Buckhannon
Lisa Cain
Charleston
Ameriprise Financial
Dale Goff
BB&T Investment Services Inc.
Shari Akhtar
Fifth Third Securities Inc.
Thomas Dillon
Fourth Avenue Financial
John Burdette
Hilliard Lyons
David Kirby
Kathryn Lester
Huntington Investment Co.
Blaise Robeson
James Parsons
Ralph Wagoner
Merrill Lynch
John Quisenberry
Joel McDavid
Raab Wealth Advisors
Terry Raab
Clarksburg
Sommer Brown
Elkview
Poca Valley Financial
Thomas Anderson
Fairmont
AXA Advisors LLC
James Chadwell
Flowers and Associates
Bryan Flowers
Huntington
Susanne Eavenson
TIAA-CREF Wealth Management
Robert Menear
Hurricane
LOC Investment Advisors
Jeffrey Borman
Lewisburg
Katie Eads
Martinsburg
Joanne Wadsworth
Morgantown
Brent Wilmoth
Douglas Davis
Brian Kurcaba
John Barnes
Moundsville
Douglas Schmidt
Oak Hill
Christopher Faris
Parkersburg
Hall Financial Advisors LLC
Christopher Hall
Casey Lang
Ripley
Robert Murray
S Charleston
Heritage Investment Group
Greg Cox
Scott Depot
Christopher Childress
Weirton
Metlife Securities Inc.
Rickey Thomas
Wheeling
Wells Fargo Advisors
Andrew McKenzie
Michael Riedel
Fred Scheeren
SP Financial Strategies
Susan Pokwatka
Christopher Freeman
Tammy Poppe
Wesbanco Securities Inc.
Howard Bertram
Winfield
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.