Press Releases

Fifty-two West Virginia investment professionals have been named to the sixteenth 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 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 education savings plan.”
Financial advisors named to the 2018 SMART529 Honor Roll were rated on both the number of new accounts opened and total dollars invested in the SMART529 program.
Investment professional receiving the 2018 award include:

City

First Name

Last Name

Firm

Beckley

Deana

Gwinn

Chase Bank

Beckley

Douglas

Lehman

Edward Jones

Beckley

Richard

Showalter

Northwestern Mutual Investment Services, LLC

Bridgeport

Edward

Aman III

Edward Jones

Bridgeport

Robert

McKinley

Edward Jones

Buckhannon

Lisa

Cain

Edward Jones

Charles Town

Leslie

Crabill

LPL Financial, LLC/Bank of Charles Town

Charles Town

Adam

Stewart

United Brokerage Services, Inc.

Charleston

Dale

Goff

Ameriprise Financial Services, Inc.

Charleston

Shari

Akhtar

BB&T Investment Services, Inc.

Charleston

Craig

Bowden

BB&T Securities, LLC

Charleston

Tony

Parsons

Chase Bank

Charleston

Greg

Cox

Heritage Investment Group, Inc.

Charleston

Kathryn

Lester

Hilliard Lyons

Charleston

Terry

Raab

Janney Montgomery Scott LLC

Charleston

Jeffrey

Velepec

Merrill Lynch

Charleston

Blaise

Robeson

The Huntington Investment Company

Charleston

Joel

McDavid

The New River Group at Morgan Stanley

Charleston

David

Quisenberry

The New River Group at Morgan Stanley

Charleston

William

Painter

Wells Fargo Clearing Services, LLC

Clarksburg

Sommer

Brown

BB&T Investment Services, Inc.

Fairmont

James

Chadwell

Axa Advisors, LLC

Green Bank

Luann

Creager

Good Life Financial, LLC

Huntington

Susanne

Eavenson

BB&T Investment Services, Inc.

Huntington

Joseph

Lambert

Chase Bank

Huntington

Terresa

Pratt

The Huntington Investment Company

Huntington

David

Miller

The Miller Investment Group

Huntington

Robert

Simmons

The Miller Investment Group

Lewisburg

Katie

Eads

Edward Jones

Martinsburg

Joanne

Wadsworth

BB&T Investment Services, Inc.

Morgantown

C. Brent

Wilmoth

Axa Advisors, LLC

Morgantown

Scott

Davis

BB&T Investment Services, Inc.

Morgantown

Brian

Kurcaba

Edward Jones

Morgantown

Raymie

Mason

Edward Jones

Morgantown

Jason

Walls

First United Bank & Trust

Morgantown

Rickey

Thomas

Thomas Financial

Nutter Fort

Anthony

Abruzzino

Abruzzino Wealth Management

Oak Hill

Christopher

Faris

Chase Bank

Parkersburg

Joshua

McBride

BB&T Investment Services, Inc.

Parkersburg

Paul

Mancuso

Community Bank of Parkersburg

Parkersburg

Christopher

Hall

Hall Financial Advisors

Parkersburg

Casey

Lang

Northwestern Mutual/Lang Financial

Princeton

Jim

Folmar

Edward Jones

Ripley

Robert

Murray

Edward Jones

Ripley

Cameron

Stewart

United Brokerage Services, Inc.

Scott Depot

Christopher

Childress

Chase Bank

St. Albans

Kyle

Blank

BB&T Investment Services, Inc.

Weston

Brian

Dean

United Brokerage Services, Inc.

Wheeling

Walker

Holloway

Hazlett, Burt & Watson, Inc.

Wheeling

Dustin

DeFranco

LPL Financial, LLC/DeFranco Financial

Wheeling

Christopher

Freeman

Raymond James Financial Services, Inc.

Wheeling

Tammy

Poppe

Raymond James Financial Services, Inc.

State residents have the option of opening SMART529 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. In mid-January, the SMART529 education savings plans had more than 128,000 accounts with investments totaling over $2.4 billion. West Virginia’s SMART529 program is open to investors nationwide.



SMART529 education 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 education 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.






The Treasury does not collect state taxes. Visit the The West Virginia State Tax Department for assistance.

West Virginia State Treasurer's Office
1900 Kanawha Boulevard
Capitol Complex Building #1, Room E-145
Charleston, West Virginia 25305
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