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David McKinley making a presentation.

Professional Development

At McKinley Carter Wealth Services, we understand the importance of staying at the forefront of the industry. We know the interests of our clients and our employees are best served by providing first-class educational resources. Toward that end, we are committed to providing extensive career and professional development opportunities to our employees.

That commitment to education is evident when comparing our firm to other wealth management companies of similar size. According to recent industry studies and benchmarks, we lead the field in terms of resources allocated toward the training, education, and licensing of our professionals. At McKinley Carter, the revenue spent on these endeavors greatly outpaces that of our peers.

These professional and career development opportunities take many forms -- quarterly advisory educational workshops, annual all associates business meetings, as well as business unit and practice group conference calls to review industry trends, update team progress, and share best practices. Our strict focus on compliance and ethics is also a primary focus of all training.

In the regular course of business, we feel it is incredibly important to provide all of our employees with the means to gauge their own performance, develop their skills and knowledge, and forge their career paths. Comprehensive performance reviews provide meaningful feedback for all of our employees, thereby giving each a constructive mechanism to assess personal development and career goals.

Our team includes individuals with some of the most respected designations and credentials in the industry: CERTIFIED FINANCIAL PLANNERTM, Chartered Financial Analyst, Chartered Financial Consultant, Accredited Investment Fiduciary, Chartered Retirement Plan Specialist, Certified Public Accountant, Personal Financial Specialist, Financial Paraplanner Qualified Professional, Certified Investment Management Analyst, Chartered Life Underwriter, and Juris Doctor. As part of our commitment to excellence, we provide educational opportunities to support, renew, and advance those designations. Like all of our development efforts, this serves to create a highly knowledgeable team of professionals who are uniquely qualified to advise and service our clients in regard to their comprehensive financial situations.

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