David H. McKinley, CFP®
President and Managing Director
David H. McKinley, CFP®, is a principal of McKinley Carter Wealth Services and serves as president and managing director of the firm. Before founding McKinley Carter (formerly known as McKinley Investment Group), he served as a vice president of investments at a national investment firm and an investment analyst with a regional bank and trust's investment department.
David was recognized by West Virginia Executive Magazine as a Young Gun in 2002, Ogden Newspaper's Faces of the Future in 2005, and was also a member of The State Journal’s Generation Next in 2006.
David is a graduate of West Liberty State College and the Certified Financial Planning Professional Program of the College for Financial Planning in Denver, Colorado. He has completed advanced training and earned the designation of Accredited Investment FiduciaryTM through the Center for Fiduciary Studies at the University of Pittsburgh's Katz Graduate School of Business. He also has completed advanced investment consulting training through the Investment Management Consultants Association at the University of Pennsylvania’s Wharton School.
David is a member of theYoung President’s Organization, Financial Planning Association,Estate Planning Council of the Upper Ohio Valley, Wheeling Area and West Virginia Chambers of Commerce, Wheeling Rotary Club and Leadership West Virginia. He serves on the board of directors forRegional Economic Development Partnership, West Liberty State College Foundation,Business Advisory Council at West Liberty State College and the Financial Planning Association of Pittsburgh.
David is also a regular contributor of financial and investment-related columns for many local, regional, and statewide publications such as The State Journal, Wheeling News-Register and Intelligencer, Martins Ferry Times Leader in Ohio, and Dominion Post in Morgantown, as well as a guest speaker for various business programs throughout the state.
McKinley Carter Wealth Services (“MCWS”) is an SEC registered investment adviser with its principal place of business in the State of West Virginia. MCWS and its representatives are in compliance with the current registration and notice filing requirements imposed upon registered investment advisers by those states in which MCWS maintains clients. MCWS may only transact business in those states in which it is registered /notice filed, or qualifies for an exemption or exclusion from registration /notice filing requirements. This press release is limited to the dissemination of general information pertaining to its investment advisory services. Any subsequent, direct communication by MCWS with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of MCWS, please contact MCWS or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). For additional information about MCWS, including fees and services, send for our disclosure statement as set forth on Form ADV from MCWS using the contact information herein. Please read the disclosure statement carefully before you invest or send money.
Rating information based on the independent research of the editorial staff of Medical Economics magazine. The criteria used in compiling the rankings include the adviser’s knowledge and experience, geographic location, fee arrangements, minimum portfolio requirements and federal disciplinary history. The rating does not necessarily reflect any individual client’s actual experience and in no way is indicative of any future performance.