David H. McKinley, CFP®
President and Managing Director

David McKinley

President and Managing Director

David H. McKinley is a founding principal of McKinley Carter Wealth Services and serves as president and managing director of the firm. Before founding McKinley Carter, David held roles at a national investment firm and a regional bank trust department, in which he led teams providing financial planning and portfolio management services to high-net-worth families, institutions, and nonprofit organizations.

A graduate of West Liberty University, David is a CERTIFIED FINANCIAL PLANNER™ professional. He has also completed advanced investment consulting training at The University of Pennsylvania’s Wharton School.

Since 2009, David has served as a trustee of the West Virginia Investment Management Board, which oversees management of the state’s $20 billion for pension, insurance, and endowment investment programs, and has served on an advisory board to the Pittsburgh branch of the Cleveland Federal Reserve Bank.

He has chaired the investment committees of the Boy Scout Ohio River Council and the West Liberty University Foundation. He is also a member of the Financial Planning Association, Wheeling Area and West Virginia Chambers of Commerce, Wheeling Rotary Club, and Leadership West Virginia.

He has served on the board of directors for Regional Economic Development Partnership, West Liberty University Foundation, Business Advisory Council at West Liberty University, Financial Planning Association of Pittsburgh, and Wheeling-area community programs like Habitat for Humanity and the Soup Kitchen.

As McKinley Carter has grown to be among the top independent wealth management advisory firms in the country, David is regularly contacted by industry experts and peers, interviewed by industry publications, and invited to speak at industry conferences for his perspectives on industry trends and best practices.



Community Involvement

West Virginia Investment Management Board; Boy Scout Ohio River Council; Wheeling Rotary Club

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