Our Team

McKinley Carter's staff not only has the financial expertise to provide specialized services directly to you, but can also coordinate the actions of the other people involved in taking great care of your total financial situation. Learn more about the knowledge, skills, and experience of our team:

Management Team Advisory Team Operations and Administration

Our clients require educated, experienced, and highly credentialed staff to handle their financial needs, so our team includes people with some of the most respected designations and credentials in the industry with experience in all major financial services sectors.

Continue reading here to learn more about the financial services industry's use of titles and designations.

Our team's financial services credentials include:

Certified Financial Planner
Chartered Financial Analyst
Chartered Retirement Planning Counselor
Certified Mortgage Planning Specialist
Certified Public Accountant
Juris Doctor
Certified Fund Raising Executive

Our team's financial sector experience includes:

Banking
Business leadership
Finance and accounting
Financial planning and education
Insurance
Investment management
Law
Mortgage banking
Retirement plan design and administration
Tax
Trust administration