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
77

United States Of America
77

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
D. H. M.
President And Managing Director
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

McKinley Carter Wealth Services Employee Metrics

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2026

2025

Banking
Business
Accounting
Community & Social Services
Legal
Other

Contact profiles from McKinley Carter Wealth Services

Name

Title

Contact Info

Location

Last Update

W. C.
Co-Founder
Mobile Phone
Email
United StatesWest Virginia
Feb 03, 2026
D. H. M.
President And Managing Director
Mobile Phone
Email
United States
Feb 03, 2026
J. B.
Chief Compliance Officer
Mobile Phone
Email
Feb 03, 2026
D. N.
Chief Investment Officer
Mobile Phone
Email
United StatesWest Virginia
Feb 03, 2026
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
B. G.
Principal, Director Of Growth
Mobile Phone
Email
United StatesPennsylvania
Feb 03, 2026
K. M.
Director Of Nonprofit Advisory Services & Business Development Manager
Mobile Phone
Email
United StatesWest Virginia
Feb 03, 2026

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. The company's main headquarters is located in 2100 Market Street Wheeling, West Virginia 26003 United States; 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 39 employees as of February 2026. These team members are located across 1 continents, including North America.

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

As of February 2026, 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 And Managing Director: D. H. M.

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