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