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
Douglas
Lehman
Edward Jones
Richard
Showalter
Northwestern Mutual Investment Services, LLC
Bridgeport
Edward
Aman III
Robert
McKinley
Buckhannon
Lisa
Cain
Charles Town
Leslie
Crabill
LPL Financial, LLC/Bank of Charles Town
Adam
Stewart
United Brokerage Services, Inc.
Charleston
Dale
Goff
Ameriprise Financial Services, Inc.
Shari
Akhtar
BB&T Investment Services, Inc.
Craig
Bowden
BB&T Securities, LLC
Tony
Parsons
Greg
Cox
Heritage Investment Group, Inc.
Kathryn
Lester
Hilliard Lyons
Terry
Raab
Janney Montgomery Scott LLC
Jeffrey
Velepec
Merrill Lynch
Blaise
Robeson
The Huntington Investment Company
Joel
McDavid
The New River Group at Morgan Stanley
David
Quisenberry
William
Painter
Wells Fargo Clearing Services, LLC
Clarksburg
Sommer
Brown
Fairmont
James
Chadwell
Axa Advisors, LLC
Green Bank
Luann
Creager
Good Life Financial, LLC
Huntington
Susanne
Eavenson
Joseph
Lambert
Terresa
Pratt
Miller
The Miller Investment Group
Simmons
Lewisburg
Katie
Eads
Martinsburg
Joanne
Wadsworth
Morgantown
C. Brent
Wilmoth
Scott
Davis
Brian
Kurcaba
Raymie
Mason
Jason
Walls
First United Bank & Trust
Rickey
Thomas
Thomas Financial
Nutter Fort
Anthony
Abruzzino
Abruzzino Wealth Management
Oak Hill
Christopher
Faris
Parkersburg
Joshua
McBride
Paul
Mancuso
Community Bank of Parkersburg
Hall
Hall Financial Advisors
Casey
Lang
Northwestern Mutual/Lang Financial
Princeton
Jim
Folmar
Ripley
Murray
Cameron
Scott Depot
Childress
St. Albans
Kyle
Blank
Weston
Dean
Wheeling
Walker
Holloway
Hazlett, Burt & Watson, Inc.
Dustin
DeFranco
LPL Financial, LLC/DeFranco Financial
Freeman
Raymond James Financial Services, Inc.
Tammy
Poppe
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.