Fifty one West Virginia investment professionals have been named to the fifteenth 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 2017 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 2017 award include:
City
First Name
Last Name
Firm
Barboursville
Stephanie
Perry
Edward Jones
Beckley
Richard
Showalter
Northwestern Mutual
Bridgeport
Edward
Aman III
Buckhannon
Lisa
Cain
Charles Town
Leslie
Crabill
Bank of Charles Town
Charleston
Dale
Goff
Ameriprise Financial
Shari
Akhtar
BB&T Investment Services Inc.
Tony
Parsons
Chase Bank
David
Kirby
Hilliard Lyons
Kathryn
Lester
Blaise
Robeson
Huntington Bank
Vipin
Madan
Madan & Associates PLLC
Jeffrey
Velepec
Merrill Lynch
Austin
Getz II
Kenneth
Wilcox
Joshua
Wood
Poca Valley Financial
Terry
Raab
Raab Wealth Advisors
Lee
Edmondson
The New River Group at Morgan Stanley
Joel
McDavid
John
Quisenberry
Jason
Thompson
Bill
Painter
Wells Fargo Clearing Services, LLC
Clarksburg
Sommer
Brown
Halterman
Beacon Wealth Management
Elkview
Ralph
Wagoner
Fairmont
James
Chadwell
AXA Advisors LLC
Curtis
Wilmoth
Huntington
Susanne
Eavenson
Miller
RBC Wealth Management
Robert
Simmons
Lewisburg
Katie
Eads
Morgantown
Scott
Davis
Rickey
Thomas
Cambridge Investment Research
Brian
Kurcaba
William
Mason
Barnes
Moundsville
Doug
Schmidt
Oak Hill
Christopher
Faris
Parkersburg
Paul
Mancuso
Community Bank of Parkersburg
Hall
Hall Financial Advisors
Casey
Lang
Lang Financial
Princeton
Jeffery
Keczan
Folmar
Ranson
Joanne
Wadsworth
Ripley
Bob
Murray
Scott Depot
Childress
South Charleston
Greg
Cox
Heritage Investment Group
Weston
Dean
United Brokerage Services
Wheeling
Susan
Pokwatka
DeFranco Financial
Freeman
Raymond James Financial
Tammy
Poppe
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 December, the SMART529 college savings plans had more than 130,000 accounts with investments totaling over $2.5 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.