Fifty West Virginia investment professionals have been named to the 14th 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 2016 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 2016 award includes Katie Eads of Edward Jones in Lewisburg.
State residents have the option of opening SMART529 college savings accounts either directly with the program or through investment professionals located in banks, investment firms and other financial service businesses throughout West Virginia.
SMART529 is a program of the West Virginia College Prepaid Tuition and Savings Program Board of Trustees. At the end of September, the SMART529 college savings plans had more than 127,000 accounts with investments totaling over $2.2 billion. West Virginia’s SMART529 program is open to investors nationwide.
