Mckinley Carter Wealth Services
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.
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Verified contacts
41
available on Kipplo
LinkedIn employees
39
11 to 50 range
Open roles
—
no listings
Distinct roles
24
indexed titles
Tech stack
2
tools in use
Monthly traffic
213
organic / mo
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Decision-makers and verified team members
41 contacts with verified email or phone · masked until revealed.
- KM
Kathleen McDermott
Director of Nonprofit Advisory Services & Business Development Manager · General Business & Management
EmailPhone - JW
Jay Williams
Financial Strategist · Finance & Accounting
EmailPhone - LT
Leigh Trischler
Accounting Controller · Finance & Accounting
EmailPhone - SS
Suzette Smith
Corporate Operations Administrator · General Business & Management
EmailPhone - DH
David H. McKinley
President and Managing Director · General Business & Management
EmailPhone - TP
Tyrone Phillippi
Director of Wealth Management and Regional Managing Director · Finance & Accounting
EmailPhone - AH
Alyson Hurley
Marketing and Communication Manager · Advertising & Marketing
EmailPhone - CB
Chris Buck
Regional Manager and Financial Strategist · Finance & Accounting
EmailPhone - FN
Frank Neiderhiser
Regional Manager & Financial Strategist · Other
EmailPhone
Showing 9 of 41 verified contacts
Top roles at Mckinley Carter Wealth Services
24 distinct titles indexed · top 10 shown.
- 7financial strategist
- 6client coordinator
- 5associate financial strategist
- 2administrative coordinator
- 1accounting controller
- 1administrative coordinator receptionist
- 1chief compliance officer
- 1chief investment officer
- 1corporate operations administrator
- 1director of nonprofit advisory services & business development manager
- +14more titles
Sign up to unlock all 41 contacts at Mckinley Carter Wealth Services
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