Brian Gongaware is 4-Time Recipient of Five Star Wealth Manager Award


07/06/2012
 


 

 

Pittsburgh, PA – Pittsburgh Magazine, a monthly publication with an ever-growing quarter-million readers, has once again listed McKinley Carter’s Brian Gongaware, in their July 2012 issue: Five Star Wealth Managers. This is the 4th time Gongaware has received this award.
 

The 2012 Five Star Wealth Managers are a select group, representing less than 5% of the wealth managers in the Pittsburgh area. In order to be considered, award candidates must have either been nominated by their firm, nominated by a peer, or must have been pre-qualified based on industry standing. Self-nominations were not accepted. Award candidates were evaluated against 10 objective criteria such as client retention rates, client assets administered and a favorable regulatory and complaint history.

Gongaware, Principal and Regional Managing Director for McKinley Carter Wealth Services, holds a bachelor's degree in financial planning from Grove City College and an M.B.A. from Duquesne University in Finance and Management. He has also completed the Certified Financial Planner (CFP®) licensing requirements, is a Chartered Retirement Planning Counselor (CRPC) and currently serves as President-Elect for the Financial Planning Association of Pittsburgh.

Prior to McKinley Carter, Brian was the president and senior relationship manager of NetWorth Investment Advisors, Inc. where he was responsible for managing the firm, new business development and serving as a wealth advisor/client relationship manager. In May 2009, NetWorth Investment Advisors joined forces with McKinley Carter Wealth Services.

For more information on the metrics used in this listing or to view the entire list of wealth managers, visit www.pittsburghmagazine.com.

 

McKinley Carter Wealth Services ("MCWS") is an SEC registered investment adviser with its principal place of business in the State of West Virginia. MCWS and its representatives are in compliance with the current registration and notice filing requirements imposed upon registered investment advisers by those states in which MCWS maintains clients. MCWS may only transact business in those states in which it is registered /notice filed, or qualifies for an exemption or exclusion from registration /notice filing requirements.  This press release is limited to the dissemination of general information pertaining to its investment advisory services.  Any subsequent, direct communication by MCWS with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of MCWS, please contact MCWS or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). For additional information about MCWS, including fees and services, send for our disclosure statement as set forth on Form ADV from MCWS using the contact information herein. Please read the disclosure statement carefully before you invest or send money.

What are you waiting for?

Fill out our survey to discover how we can help you live your financial dreams now and in the future.