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
Jeanette Perry
Beckley
Samantha Frasier
BB&T Investment Services Inc.
Douglas Lehman
Deana Gwinn
JP Morgan Chase Securities LLC
Richard Showalter
Northwestern Mutual
Bridgeport
Aaron Mann
Bob McKinley
Samuel Guarascio
Raymond James Financial Services
Buckhannon
Lisa Cain
Charleston
Dale Goff
Ameriprise Financial Services Inc.
Shari Akhtar
Kathryn Lester
Hilliard Lyons
David Kirby
Tony Parsons
Joel McDavid
Merrill Lynch
John Quisenberry
Jeff Borman
Wells Fargo Advisors LLC
William Painter
Clarksburg
Sommer Brown
Fairmont
James Chadwell
AXA Advisors LLC
Brent Wilmoth
Huntington
Susanne Eavenson
Christopher Staten
Kingwood
Tarrell Ries
Lewisburg
Katie Eads
Martinsburg
Joanne Wadsworth
Ethan Loewen
Moorefield
Yvonne Williams
Morgantown
Brian Kurcaba
Raymie Mason
John Barnes
Richard Sementa
United Brokerage Services Inc.
Louis Pelliccioni
Brian Dean
WesBanco Securities
Moundsville
Douglas Schmidt
Oak Hill
Christopher Faris
Parkersburg
Paul Mancuso
Cetera Investment Services LLC
Christopher Hall
Hall Financial Advisors
Robert Winebrenner
Morgan Stanley
Casey Lang
Andrew Treat
Princeton
James Folmar
Ripley
Bob Murray
South Charleston
Greg Cox
Heritage Investment Group Inc.
Saint Albans
Robert Menear
Scott Depot
Christopher Childress
Shepherdstown
George Alwin
Weston
Debbie Bennett
Wheeling
Gary Glessner
Glessner Professional Center
Christopher Freeman
Tammy Poppe
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.