Source: https://www.wvsto.com/About-The-Office/press-releases/ID/181/State-Treasurer-brings-WVABLE-program-to-Harrison-County
Timestamp: 2019-04-20 02:57:13
Document Index: 596866543

Matched Legal Cases: ['ART529', 'ART529', 'ART529', 'ART529', 'ART529', 'ART529', 'ART529', 'ART529', 'ART529', 'ART529', 'ART529', 'ART529']

Financial Advisors make SMART529 Honor Roll > West Virginia State Treasurer's Office
Fifty one West Virginia investment professionals have been named to the fifteenth annual SMART529 Honor Roll for encouraging families to save for higher education.
“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 serves as chairman of the SMART529 program’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 2017 SMART529 Honor Roll were rated on both the number of new accounts opened and total dollars invested in the SMART529 program.
Investment professional receiving the 2017 award include:
Raab Wealth Advisors
The New River Group at Morgan Stanley
Pokwatka
SMART529 is a program of the West Virginia College Prepaid Tuition and Savings Program Board of Trustees. At the end of December, the SMART529 college savings plans had more than 130,000 accounts with investments totaling over $2.5 billion. West Virginia’s SMART529 program is open to investors nationwide.
Investors should consider the investment objectives, risks, charges and expenses associated with SMART529 before investing. This and other information are provided in the Offering Statements for the SMART529 college savings plans and in the prospectuses or other disclosure documents for the Underlying Funds, which can be obtained by calling 866-574-3542. The Offering Statements should be read carefully before opening an account or sending money.