McKinley Carter Wealth Services Employee Directory

Q: What is McKinley Carter Wealth Services known for?

McKinley Carter Wealth Services was founded in 2003. McKinley Carter Wealth Services operates in the Investment Management industry.

Investment ManagementWest Virginia, United States11-50 Employees

McKinley Carter Wealth Services is an SEC-registered independent wealth management firm that provides Wealth Management and Trust Services for individuals and families committed to growing and protecting their wealth across multiple generations; Retirement Plan Services for businesses focused on the long-term financial success of their owners and employees; and Nonprofit Advisory Services for nonprofit organizations seeking long-term financial security and sustainability. The firm operates out of seven regional offices: Wheeling, Charleston, and Parkersburg (W.Va.); Pittsburgh and Johnstown (PA); Gaithersburg, MD; and Dayton, OH.

Find McKinley Carter Wealth Services employees' phone numbers or email addresses

McKinley Carter Wealth Services Global Highlights

North America
75

United States Of America
75

McKinley Carter Wealth Services's Leadership

J. B.
Chief Compliance Officer
Mobile Phone
Email
D. N.
Chief Investment Officer
Mobile Phone
Email
L. P.
Chief Administrative Officer
Mobile Phone
Email
W. S.
Chief Administrative Officer
Mobile Phone
Email
C. C.
President & Certified Financial Planner
Mobile Phone
Email
W. C.
Co-Founder
Mobile Phone
Email
J. R.
Executive Assistant To The President
Mobile Phone
Email
K. M.
Director Of Nonprofit Advisory Services & Business Development Manager
Mobile Phone
Email

Contact profiles from McKinley Carter Wealth Services

Name

Title

Contact Info

Location

Last Update

W. C.
Co-Founder
Mobile Phone
Email
United StatesWest Virginia
Jun 25, 2025
J. B.
Chief Compliance Officer
Mobile Phone
Email
Oct 26, 2025
D. N.
Chief Investment Officer
Mobile Phone
Email
United StatesWest Virginia
Oct 27, 2025
C. C.
President & Certified Financial Planner
Mobile Phone
Email
United StatesOregon
Nov 17, 2025
J. R.
Executive Assistant To The President
Mobile Phone
Email
Oct 21, 2024
L. P.
Chief Administrative Officer
Mobile Phone
Email
UNITED STATES
Jun 27, 2025
W. S.
Chief Administrative Officer
Mobile Phone
Email
United StatesPennsylvania
Feb 03, 2024
K. M.
Director Of Nonprofit Advisory Services & Business Development Manager
Mobile Phone
Email
United StatesWest Virginia
Oct 14, 2025
M. M. G.
Director Of Retirement Plan Services
Mobile Phone
Email
United StatesPennsylvania
Oct 27, 2025
T. D. M.
Financial Strategist, Regional Director
Mobile Phone
Email
United StatesWest Virginia
Oct 06, 2025

Frequently Asked Questions

What is McKinley Carter Wealth Services known for?

McKinley Carter Wealth Services was founded in 2003 operates in the Investment Management industry; you can contact the main corporate office by phone at

+1-304-230-****

. Explore McKinley Carter Wealth Services's company overview page for more information.

What is McKinley Carter Wealth Services's most common email format?

McKinley Carter Wealth Services employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more McKinley Carter Wealth Services email formats with LeadIQ.

How many employees does McKinley Carter Wealth Services have currently?

McKinley Carter Wealth Services has approximately 46 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are McKinley Carter Wealth Services's key employees and leadership?

As of December 2025, McKinley Carter Wealth Services's key employees include:

Chief Compliance Officer: J. B.
Chief Investment Officer: D. N.
Chief Administrative Officer: L. P.
Chief Administrative Officer: W. S.
President & Certified Financial Planner: C. C.

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