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Brian Lipton
Regional Managing Director at Mckinley Carter Wealth Services
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Work Experience
Regional Managing Director
Jan 2014 - Present · 11 years
President
Sep 1993 - Mar 2014 · 20 years and 6 months
Tax Partner/Cpa
2001 - 2004 · 3 years
Company Details
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.
Year Founded
2003
Social Media
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Industry
Investment Management
HQ Location
2100 Market Street Wheeling, WV 26003, US
Keywords
Investment managementWealth managementRetirement plan servicesNonprofit advisory servicesFinancial Planning
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