McKinley Carter Wealth Services
Julie Wood is an experienced professional who has worked as an Administrative Coordinator and Receptionist at McKinley Carter Wealth Services since April 2022. Prior to that, Julie served as a Special Education Secretary at Valley View School District from August 2016 to June 2021. Julie also has previous experience as an Account Representative at Fireman's Fund Insurance Company, a Claims Adjuster at CNA Insurance, and a Claims Adjuster at Warrior Insurance Company. In these roles, Julie handled various responsibilities such as processing insurance quotations, managing policy changes, setting reserves, and closing claims in a timely manner.
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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.