03/01/2018
Financial Advisors make SMART529 Honor Roll

Fifty one West Virginia investment professionals have been named to the fifteenth 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 college savings plan.”

Financial advisors named to the 2017 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 2017 award include:

City

First Name

Last Name

Firm

Barboursville

Stephanie

Perry

Edward Jones

Beckley

Richard

Showalter

Northwestern Mutual

Bridgeport

Edward

Aman III

Edward Jones

Buckhannon

Lisa

Cain

Edward Jones

Charles Town

Leslie

Crabill

Bank of Charles Town

Charleston

Dale

Goff

Ameriprise Financial

Charleston

Shari

Akhtar

BB&T Investment Services Inc.

Charleston

Tony

Parsons

Chase Bank

Charleston

David

Kirby

Hilliard Lyons

Charleston

Kathryn

Lester

Hilliard Lyons

Charleston

Blaise

Robeson

Huntington Bank

Charleston

Vipin

Madan

Madan & Associates PLLC

Charleston

Jeffrey

Velepec

Merrill Lynch

Charleston

Austin

Getz II

Northwestern Mutual

Charleston

Kenneth

Wilcox

Northwestern Mutual

Charleston

Joshua

Wood

Poca Valley Financial

Charleston

Terry

Raab

Raab Wealth Advisors

Charleston

Lee

Edmondson

The New River Group at Morgan Stanley

Charleston

Joel

McDavid

The New River Group at Morgan Stanley

Charleston

John

Quisenberry

The New River Group at Morgan Stanley

Charleston

Jason

Thompson

The New River Group at Morgan Stanley

Charleston

Bill

Painter

Wells Fargo Clearing Services, LLC

Clarksburg

Sommer

Brown

BB&T Investment Services Inc.

Clarksburg

John

Halterman

Beacon Wealth Management

Elkview

Ralph

Wagoner

Chase Bank

Fairmont

James

Chadwell

AXA Advisors LLC

Fairmont

Curtis

Wilmoth

AXA Advisors LLC

Huntington

Susanne

Eavenson

BB&T Investment Services Inc.

Huntington

David

Miller

RBC Wealth Management

Huntington

Robert

Simmons

RBC Wealth Management

Lewisburg

Katie

Eads

Edward Jones

Morgantown

Scott

Davis

BB&T Investment Services Inc.

Morgantown

Rickey

Thomas

Cambridge Investment Research

Morgantown

Brian

Kurcaba

Edward Jones

Morgantown

William

Mason

Edward Jones

Morgantown

John

Barnes

Northwestern Mutual

Moundsville

Doug

Schmidt

BB&T Investment Services Inc.

Oak Hill

Christopher

Faris

Chase Bank

Parkersburg

Paul

Mancuso

Community Bank of Parkersburg

Parkersburg

Christopher

Hall

Hall Financial Advisors

Parkersburg

Casey

Lang

Lang Financial

Princeton

Jeffery

Keczan

BB&T Investment Services Inc.

Princeton

James

Folmar

Edward Jones

Ranson

Joanne

Wadsworth

BB&T Investment Services Inc.

Ripley

Bob

Murray

Edward Jones

Scott Depot

Christopher

Childress

Chase Bank

South Charleston

Greg

Cox

Heritage Investment Group

Weston

Brian

Dean

United Brokerage Services

Wheeling

Susan

Pokwatka

DeFranco Financial

Wheeling

Christopher

Freeman

Raymond James Financial

Wheeling

Tammy

Poppe

Raymond James Financial

 

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. At the end of December, the SMART529 college savings plans had more than 130,000 accounts with investments totaling over $2.5 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.

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