Wealth Management Firms Charleston WV

Welcome to the Engine Builder Local Pages. Here you can find local information about Wealth Management Firms in Charleston, WV. We have compiled a list of businesses and services around Charleston, including Investment Banking that should help you with your search. Should you wish to find help online, the ads on this page have also been targeted to Investment Management in order to better help you find what you are looking for. We hope this page helps satisfy your local needs.

James Winter
Mountaineer Financial Planning, LLC
(304) 722-2065
410 6th Avenue
St. Albans, WV
Expertises
Cash Flow/Budgets/Credit Issues, Helping Clients Identify & Achieve Goals, College/Education Planning, Middle Income Client Needs, Retirement Planning & Distribution Rules, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA/PFS, MBA

Mr. David S. Long Jr., CFP®
(304) 353-9029
P.O. Box 671
Charleston, WV
Firm
Morgan Stanley Smith Barney
Areas of Specialization
Securities
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $250,001 - $500,000

Profession: Not Applicable

Data Provided By:
Mr. James M. O'Connor, CFP®
(304) 347-2519
500 Lee St E Ste 1100
Charleston, WV
Firm
Merrill Lynch
Areas of Specialization
Estate Planning, Insurance Planning, Long-Term Care, Mortgages, Retirement Planning, Wealth Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $250,001 - $500,000

Profession: Self-Employed Business Owners

Data Provided By:
Mr. Blaise M. Robeson, CFP®
(304) 348-5097
900 Lee St E Fl 3
Charleston, WV
Firm
Huntington Investment Company

Data Provided By:
Mr. Casey J. Robinson, CFP®
(304) 353-3050
500 Lee St E Ste 300
Charleston, WV
Firm
Morgan Stanley Smith Barney

Data Provided By:
David Keith Sowards Jr., CFP®
(304) 353-9046
500 Lee St E Ste 300
Charleston, WV
Firm
Morgan Stanley Smith Barney
Areas of Specialization
Comprehensive Financial Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $100,001 - $250,000

Profession: Service Professionals

Data Provided By:
Mr. Christopher Heller, CFP®
(304) 353-9035
500 Lee St E Ste 300
Charleston, WV
Firm
Morgan Stanley Smith Barney
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, Insurance Planning, Life Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided By:
Mr. James M. Witt, CFP®
(304) 346-0441
PO Box 2629
Charleston, WV
Firm
Arnett & Foster
Areas of Specialization
Accounting, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning, Insurance Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $100,001 - $250,000

Profession: Self-Employed Business Owners

Data Provided By:
Mr. Alan M. Moore, CFP®
(304) 348-7081
300 Summers St., 3rd floor
Charleston, WV
Firm
BB&T

Data Provided By:
Mr. Dale A. Goff, CFP®
(304) 352-8200
330 Association Drive
Charleston, WV
Firm
Ameriprise Financial
Areas of Specialization
Asset Allocation, Budget Development, Business Succession Planning, Comprehensive Financial Planning, Divorce Issues, Education Planning, Elder Care
Key Considerations
Average Net Worth: $100,000 or less

Average Income: $50,001 - $100,000

Profession: Not Applicable

Data Provided By:
Data Provided By:
Babcox Media • www.babcox.com
3550 Embassy Parkway
Akron, OH 44333
330-670-1234 • (FAX) 330-670-0874