Jackie Lawson

Financial Strategist at McKinley Carter Wealth Services, Inc.

Jackie Lawson

Jackie Lawson

Financial Strategist at McKinley Carter Wealth Services, Inc.

Biography

Ms. Emma J. Lawson is a Financial Strategist at McKinley Carter Wealth Services, Inc. She has over 38 years of experience in the financial services industry. She is a member of The American Society for the Prevention of Cruelty to Animals and is a supporter of American Diabetes Association, Humane Society of the U.S., and National Wildlife Federation.Prior to joining McKinley Carter, Mr. Lawson served as a Vice President and Financial Advisor for one of the largest investment firms in the industry and has extensive experience assisting clients with estate, trusts, and retirement planning. She especially enjoys assisting senior citizens with their financial needs.She received her undergraduate degree from West Virginia University.

Overview
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Relationships
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Manager of Advisory Service Standards at McKinley Carter Wealth Services, Inc.

Relationship likelihood: Average

Human Resources Manager at McKinley Carter Wealth Services, Inc.

Relationship likelihood: Average

Marketing & Communication Manager at McKinley Carter Wealth Services, Inc.

Relationship likelihood: Average

Wealth Strategist & Investment Advisor at McKinley Carter Wealth Services, Inc.

Relationship likelihood: Average

Regional Director, Pittsburgh Office at McKinley Carter Wealth Services, Inc.

Relationship likelihood: Average

Regional Managing Director at McKinley Carter Wealth Services, Inc.

Relationship likelihood: Average

Operations Administrator at McKinley Carter Wealth Services, Inc.

Relationship likelihood: Average

Financial Strategist at McKinley Carter Wealth Services, Inc.

Relationship likelihood: Average

Associate Financial Strategist at McKinley Carter Wealth Services, Inc.

Relationship likelihood: Average

Financial Strategist at McKinley Carter Wealth Services, Inc.

Relationship likelihood: Average

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Jackie Lawson
Financial Strategist at McKinley Carter Wealth Services, Inc.
Education

WVU will deliver high-quality education, excel in discovery and innovation, model a culture of diversity and inclusion, promote health and vitality, and build pathways for the exchange of knowledge and opportunity between the state, the nation, and the world.

Career History
Financial Strategist
Current

McKinley Carter Wealth Services primarily allocates clients' investment management assets among mutual funds, ETFs, individual debt and equity securities, and/or options, as well as independent investment managers, based on the client's stated investment objectives. The firm invests in all major asset classes including stocks, bonds, cash and alternative investments. They offer a variety of strategies including, small-cap, mid-cap, large-cap, value, growth. Strategies are diversified across many sectors. McKinley Carter's strategies are constructed for long-term capital appreciation and in a way that balances risk with potential return. Each portfolio has a set long-term, strategic asset allocation. The firm may make shorter-term, tactical asset allocation shifts according to their interpretation of the economic cycle. In choosing independent managers, McKinley Carter employs a strict and consistent process that focuses performance relative to peers and major indexes, MPT risk statistics, portfolio consistency, and manager/management team tenure. In choosing individual stocks, the firm focuses on a history of consistent earnings, low debt, high return-on-equity, and stocks that are trading at a discount to their peers. Their process involves a rigorous quantitative discipline to identify only those investments that possess the best combination of growth potential and value.

Professional
Prior

Well Fargo Clearing Services (WFCS) offers a variety of advisory programs including Fund Advisory Programs, Separately Managed Accounts, Unified Managed Accounts, Financial Advisor-Directed Portfolio Management and Client-Directed Portfolio Management. The firm's fund advisory programs are designed to help clients take advantage of the expertise of professional money managers through mutual funds or current market trends through ETFs. WFCS' separately managed programs give clients the flexibility to select a model-based approach to separate account management or to customize a portfolio of individual professional money managers. The firm's unified managed account program offers a strategically allocated combination of professionally managed portfolios in one brokerage account. Through their financial advisor-directed portfolio management programs, a client's Financial Advisor takes on the responsibility of making day-to-day investment decisions. WFCS' client-directed investment advisory program, allows the client's Financial Advisor to provide them with the resources they need to make informed investment decisions.

Other Affiliations
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