Six financial advisers make 11th annual SMART529 honor roll
PARKERSBURG- Six area representatives are among 59 West Virginia investment professionals having been named to the eleventh annual SMART529 Honor Roll for encouraging families to save for higher education.
“West Virginia’s financial advisers play a valuable role in helping many families prepare for future costs associated with college,” said state Treasurer John Perdue, who serves as chairman of the SMART529’s governing board.
“Our SMART529 Honor Roll recognizes those who have excelled in spreading the word on the advantages of the state’s SMART529 college savings plan.”
Financial advisers named to the 2013 SMART529 Honor Roll were rated on the number of new accounts opened and total dollars invested in the SMART529 program.
Area investment professionals receiving the award are:
* Christopher Hall of Hall Financial Advisors, Parkersburg.
* Casey Lang of Northwestern Mutual Investment Services, Parkersburg.
* Toni Weaver of TMW Financial Advisors Inc., Parkersburg.
* Jason Boley of United Brokerage Services Inc., Parkersburg.
* Robert Murray of Edward Jones, Ripley.
* Jerry Villers of Jerry L. Villers & Associates, Vienna.
State residents have the option of opening SMART529 college savings accounts either directly with the program or through investment professionals at banks, investment firms and other financial service businesses throughout West Virginia.
SMART529 is a program of the West Virginia College Prepaid Tuition and Savings Program Board of Trustees, of which Perdue is chairman.
At the end of August, the SMART529 college savings plans had nearly 116,000 accounts with investments totaling more than $1.9 billion. West Virginia’s SMART529 program is open to investors nationwide.