The Register-Herald, Beckley, West Virginia

Money

October 27, 2013

West Virginia financial advisers make 2013 SMART529 Honor Roll

CHARLESTON — Fifty-nine West Virginia investment professionals have been named to the 11th annual SMART529 Honor Roll for encouraging families to save for higher education.

Investment consultants honored from the Beckley area are:

- Samantha Frazier, BB&T Investment Services Inc.

- Douglas Lehman, Edward Jones

- Walt Noyes, United Brokerage Services

- Katie Eads, Edward Jones

- Christopher Faris, JP Morgan Chase Securities LLC        

“West Virginia’s financial advisors play a valuable role in helping many families prepare for future costs associated with college,” said State Treasurer John Perdue,  who also 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 advisors named to the 2013 SMART529 Honor Roll were rated on both the number of new accounts opened and total dollars invested in the SMART529 program.

State residents have the option of opening SMART529 college savings accounts either directly with the program or through investment professionals located in 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 State Treasurer John Perdue is chairman. At the  end of August, the SMART529 college savings plans had nearly 116,000 accounts with investments totaling over $1.9 billion.

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