Will Carter
Director of Wealth Management
Will Carter is a principal of McKinley Carter Wealth Services and serves as director of wealth management. He is a regular contributor of wealth management and trust-related columns for West Virginia's statewide business paper, The State Journal, and is invited often to speak on a wide range of financial, business, philanthropic and leadership matters. He also serves on the board of directors of the National Independent Trust Company, McKinley Carter's affiliated provider of trust services.
Before founding McKinley Carter, Will was the president and CEO of Kanawha Investment and Trust, where he applied a recognized history of professional and organizational performance. Prior to forming Kanawha Investment and Trust, Will served as an interest lawyer and policy advisor to West Virginia Governor Gaston Caperton.
Will has a law degree from New York University and bachelor’s and master’s degrees in history from Harvard University.He is a certified business professional and member of the Aji Network (www.theajinetwork.com) and a member of the West Virginia State Medical Foundation, the Charleston Area Medical Center Foundation, the Greater Kanawha Valley Foundation, Edgewood Summit and the United Way.
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.