The McKinley Carter Team

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.


The foundations of McKinley Carter were laid in the early years of the last decade, when David McKinley (Wheeling, WV) and Will Carter (Charleston, WV) independently established companies to provide more comprehensive, accountable, and professional help for clients with their assets than was available from local banks, brokerage firms, money managers, and insurance agencies in their respective communities. In 2007, their companies merged, with David as president and Will as director of wealth management.

Meet the Team

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