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...where McKinley Carter advisors and journalists from highly-respected publications discuss the wide range of forces and factors impacting our clients’ total financial situation – now and in the future. Start with our featured posts below or search by post topic.

Jonathan Thomas, CMT

Jonathan serves as a Financial Strategist for McKinley Carter Wealth Services in Pittsburgh, PA. In this role, Jonathan works primarily with individuals and families to attain their financial goals.

Jonathan joined McKinley Carter after starting his finance career at PNC Bank, where he worked as Investment Advisor with PNC Wealth Management. In that role, he managed approximately $250 million in assets and worked with a team of wealth planners, fiduciary advisors, and banking advisors to deliver strategies consistent with client goals and objectives. Jonathan regularly met with clients to discuss and review financial plans and investment portfolios and to provide market updates.

A cum laude graduate of the University of Pittsburgh, Jonathan earned a degree in finance and economics. While in college, he served as treasurer of the Sigma Chi fraternity. Jonathan holds the Chartered Market Technician (CMT) certification, which designates proficiency in technical analysis of financial markets. He is currently enrolled in the CFP® certification program through Boston University.

Posts by Jonathan Thomas, CMT

Jonathan Thomas, CMT
Jonathan Thomas, CMT

Buying your first home can be a daunting experience. But if you understand the four stages of home-buying, you will be better prepared and less anxious.

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Paying for a wedding can be a daunting task. Here are some great financial tips from a fellow millennial (and newlywed) to consider as you plan your big day.

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