Welcome to our blog

...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.

Teresa Shawver, FPQP™

Teresa K. Shawver is Manager of Advisory Service Standards and also serves as Assistant to the Director of Advisory Services for McKinley Carter Wealth Services.

She began her career in the financial services industry 20 years ago. Teresa started her career in the trust administration and investments at Chase Bank (then Charleston National Bank), which ultimately led to her long-time career with Kanawha Investment & Trust Company as the Chief of Operations. When KI&T merged with McKinley Investment Group to form McKinley Carter, Teresa served as the Assistant Director of Operations until 2009, when decided to take a couple years off to spend time with her young daughter.

In April 2011, Teresa rejoined the Firm and works directly with the Director of Advisory Services to design, coordinate, and implement standard practices among the Advisory Team. In addition, Teresa leads a team of Client Coordinators, who are an integral part of advisory service.

Teresa attended American Institute of Banking, Ohio Trust School, Cannon Financial Institute, and WV State College. Most recently, she completed the College for Financial Planning’s Financial Paraplanner Qualified Professional™ designation program.

Posts by Teresa Shawver, FPQP™

Teresa Shawver, FPQP™
Teresa Shawver, FPQP™

If your advisor has been broaching planning topics of estate/legacy, long-term care, insurance, business succession, but it really doesn’t interest you right now, this story shows you should at least explore the options. You and your family will rest well in knowing that you are as prepared as you can be if/when tragedy strikes.

Read More

Parents have the power to build or destroy their children's financial futures. Proper legacy planning can make the difference to your child's future success.

Read More

McKinley Carter advisors pride themselves on a relationship-driven approach to their advisory work — one that engages the client as an active partner, and one where the advisor serves as a trusted fiduciary, confidante, and friend.

Read More

In the U.S., wealth is shifting to women. In fact, they are expected to control 2/3 of private wealth ($22 trillion) by 2020. Here's how you can get involved.

Read More

To best leverage expertise and experience of our advisors, MCWS formed Specialized Practice Groups to serve as a resource for the firm and clients. Learn more!

Read More

McKinley Carter adds value to our wealth management, nonprofit, and retirement plan clients through the quality of service standards we provide. Learn more.

Read More

Valuable information and FAQs about the new McKinley Carter client portal.

Read More

Most every family has a fault-line; important to keep in mind when having conversations about money and assets, and ultimately the distribution of those assets.

Read More