McKinley Carter

McKinley Carter designs and implements personalized wealth management strategies for families, businesses and non-profit organizations

[McKinley Carter @McKinleyCarter]

As AI becomes more prevalent in our day-to-day lives, we are committed to safeguarding client assets, privacy, and trust. We not only keep pace with the threats that AI poses, but proactively defend against them. Learn more #AI #wealthmanagement #fiduciary
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[McKinley Carter @McKinleyCarter]

"Freedom is one of the deepest and noblest aspirations of the human spirit." ~ Ronald Reagan

🇺🇸 Happy 4th of July! 🇺🇸

[McKinley Carter @McKinleyCarter]

On this #memorialdayweekend, we remember and honor those who paid the ultimate sacrifice serving our great country and protecting our personal freedoms ❤️🤍💙 God Bless the USA

[McKinley Carter @McKinleyCarter]

HAPPY MOTHER'S DAY to all mothers and mother figures! 🌷🌸 Wishing you a great day filled with love and appreciation 🩷🤍

[McKinley Carter @McKinleyCarter]

May your Easter be filled with love, hope, and family 🐰🌷 HAPPY EASTER!

[McKinley Carter @McKinleyCarter]

Congrats to Janelle Grandstaff for her promotion to Operations Coordinator! Janelle is nearing her 5yr work anniversary, and we are so lucky to have her on our team...strong work ethic, attention to detail & one of the happiest people you will ever meet! 💯💙

[McKinley Carter @McKinleyCarter]

"May you be poor in misfortune, rich in blessings, slow to make enemies, quick to make friends. But rich or poor, quick or slow, may you know nothing but happiness from this day forward." ☘️ HAPPY ST. PATRICK'S DAY from our family to yours! ☘️

[McKinley Carter @McKinleyCarter]

On this #NationalLeadershipDay, we highlight our amazing Executive Leadership Team for all they do to support, guide, and inspire our McKinley Carter Family 🩵 #Blessed

[McKinley Carter @McKinleyCarter]

We are very pleased to announce the promotion of Jessica Becker, SHRM-SCP®, to director of Human Resources — an integral role in shaping the HR landscape at McKinley Carter. Jessi is a graduate of Wheeling Jesuit University #MCWS #professionaldevelopment #BestPlacesToWork2025

[McKinley Carter @McKinleyCarter]

We are very pleased to announce that Client Coordinator Rich Oliver has earned the Financial Paraplanner Qualified Professional™ (FPQP®) designation. Rich is a graduate of @OhioState with a degree in Financial Services. Congratulations, Rich! #ProfessionalDevelopment #RIA

[McKinley Carter @McKinleyCarter]

HAPPY HOLIDAYS! We, at McKinley Carter, wish you and yours a magical and joyous holiday season 🎄✨ #MerryChristmas #HappyHanukkah #HappyNewYear

[McKinley Carter @McKinleyCarter]

Today we are pleased to welcome back former summer intern Ethan Klie to our team as a part-time client coordinator supporting our Pittsburgh advisory team during his final semester at @GroveCtyCollege. Great to have you back, Ethan! #masteryourwealth #pittsburgh #advisoryteam

[McKinley Carter @McKinleyCarter]

Cryptocurrency has garnered significant attention recently—a hot topic of discussion in both financial circles and politics. But what exactly is it? How does it work? Learn more #masteryourwealth #cryptocurrency #wealthmanagement https://t.co/6YXpP66ktt

[McKinley Carter @McKinleyCarter]

We are very pleased to announce that Client Coordinator Adam Headley has earned the Financial Paraplanner Qualified Professional (FPQP™) designation. Adam is a graduate of Miami University (Accountancy). Congrats, Adam! #ProfessionalDevelopment #fiduciary #RIA #daytonohio