Episode 73: David H. McKinley (McKinley Carter Wealth Services), Wheeling, West Virginia, USA

YPO member David McKinley is an eighth generation Appalachian, tracing his West Virginia roots back to the 1600s. David’s father is a longtime representative of northern West Virginia in the U.S. Congress, continuing a family tradition of public service that goes back 150 years.

David pursued his own path in the family business of leadership, becoming a strong advocate for West Virginia and Appalachian economic opportunities.

After holding positions at WesBanco and WellsFargo, David founded McKinley-Carter Wealth Services, which today has more than a billion dollars under management and was recently named to CNBC’s Top 100 Wealth Advisors List. David also runs Willow Glen Capital, an investment portfolio of privately held businesses focused on revitalizing Appalachia.

David was named to the “The State Journal’s” list of “Who’s Who in West Virginia Business,” and since 2009, has served as a governor-appointed trustee of the West Virginia Investment Management Board.

In this episode, David shares how he’s helping revitalize the economy of West Virginia and Appalachian.

Guest: David H. McKinley, President and Managing Director of McKinley-Carter Wealth Services
Host & Executive Producer: Kevin Daum
Executive Producer: Van Van
Music: DreamArtist Music.

Made possible with grants from Gazelles Growth Institute.

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Kevin Daum is an award winning and bestselling author of 5 books. He is a marketer, speaker, and columnist for Inc.com and Smart Business Magazine. As an Inc. 500 entrepreneur, his sales and marketing techniques resulted in more than $1 billion in sales. Drawing on his background in theatre and business, Kevin is a compelling speaker who has engaged and inspired audiences around the globe. Kevin is a graduate of the MIT Entrepreneurial Masters program and has received the Global Learning Award 3 times from the Entrepreneur’s Organization, where he held several board positions. Kevin has designed, produced, and led award-winning executive training programs and events for C-level executives and entrepreneurs on four continents. Previously, Kevin was named one of the 40 people to watch under 40 in San Francisco by the Business Times and in 2006 was named Distinguished Alum of the Year by his alma mater, Humboldt State University.