McKinley Carter Wealth Services
Adam Headley is a Client Coordinator at McKinley Carter Wealth Services, previously working as a Consultant at Primerica. With a degree in Accountancy from Miami University, Adam specializes in insurance and financial services, obtaining Life Insurance Certification and creating personalized financial plans for clients. Adam also focuses on networking, building their brand within the industry, and expanding their team.
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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.