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Steve S

CFP®

Eldersburg, MD

ABEL Financial Management Co.

Hi, I'm Steve. I've loved financial planning ever since I was a kid watching the ticker tape on CNBC as my mom, a homemaker learned about finances herself. I grew up in a very frugal household who taught me about working hard and saving for the future. My mother was a homemaker or "domestic engineer" as she calls it and my father was a federal employee. I was fortunate to be introduced to Rita Abel and become the owner of her small, family owned financial planning firm in 2019. Today we work with approximately 60 families. What makes us unique is our passion to be "accountability partner's" for our clients to ensure they take care of the important financial matters in their lives. We are part financial advisors and party financial therapists for our married couples but most importantly we are organized, proactive and have a passion for financial planning. Looking forward to meeting and if you want to know more, I encourage you to read our google reviews online. Just search "Abel Financial Reviews" in google.

Roth conversion strategy Early retirement planning General tax planning Inheritance planning Wealth management Retired Executive Military & Veterans Government Employee Biotech Professional Established Professionals Approaching retirement

Top 30 financial advisors of 90 near 25504

Out of 400,000+ nationwide

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Daniel W

Series 63

Huntington, WV

Merrill

Daniel Wells is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on understanding clients' full financial picture to develop personalized wealth management strategies that align with their goals. He offers access to Merrill’s investment insights alongside the banking and lending solutions of Bank of America. Daniel holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Marshall University. He is committed to building one-on-one relationships with clients to support their life goals and legacy planning. Additionally, he participates in community volunteer work, reflecting Merrill’s tradition of community involvement.

Wealth management
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Dane L

Series 66

Huntington, WV

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance Wealth management General retirement planning Doctor or Medical Professional
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Leanna C

Series 66

Huntington, WV

Merrill

Leanna Canup is a Senior Financial Advisor with Merrill Lynch Wealth Management. She provides investment planning, risk management, and holistic wealth management services for individuals, families, and business owners. Leanna's approach involves building long-term relationships and guiding clients through various stages of wealth planning to support their financial goals and dreams. Born and raised in Danielsville, Georgia, Leanna earned a high school diploma from Madison County High School and majored in finance at the University of Georgia. She began her career as a personal banker at Bank of America's UGA campus center before joining Merrill's Huntington office in 2016. Since 2018, she has been a financial advisor with the Stamm/Canup Team. She holds the Personal Investment Advisor (PIA) designation. Leanna is actively involved in the Huntington community, participating in organizations such as Generation Huntington, the Huntington Regional Chamber of Commerce, the Junior League of Huntington, and the Rotary Club of Huntington. She serves on the boards of the Boys' & Girls' Club of Huntington, the Huntington Museum of Art, and the Huntington Symphony Orchestra. Additionally, she owns The Local, a vintage shop located in the Village Renew-All Antique Mall in Huntington's historic Old Central City. In her spare time, she enjoys visiting the Huntington Museum of Art, spending time with friends, and working at her farm, Bre'er Cliff.

Wealth management College savings (529s, UTMA, etc.) Business ownership considerations
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Hannah S

Series 66

Barboursville, WV

Edward Jones

Charitable giving & philanthropy General estate planning guidance Retirement income strategy Wealth management
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Christopher B

ChFC®, Series 66

Huntington, WV

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Wealth management General retirement planning Founder/Business Owner
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Ann S

Series 66

Huntington, WV

Merrill

Ann Stamm is a Senior Financial Advisor with Merrill Lynch Wealth Management. She is a Personal Investment Advisor (PIA) dedicated to helping clients connect all aspects of their financial lives to prioritize and pursue their most important goals. Ann’s approach involves working closely with clients to develop personalized plans aimed at funding education, managing retirement and healthcare expenses, and achieving long-term family objectives. She focuses on bringing simplicity and transparency to the complexities of investing and wealth planning. Ann holds a Master’s Degree from Marshall University and a Bachelor’s Degree from the University of Missouri System.

College savings (529s, UTMA, etc.) General retirement planning Medicare planning Wealth management
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John H

Series 63, Series 65

Huntington, WV

Merrill

John Holland is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in creating personalized wealth management strategies that align with clients' individual financial goals. Leveraging the resources of Merrill and Bank of America, he helps clients navigate changing market conditions and access investment insights alongside banking and lending solutions. John holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from The Citadel. He is committed to community involvement and spends time volunteering with local organizations, reflecting the Merrill tradition of engagement in the communities served.

Wealth management
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John H

Series 63, Series 65

Huntington, WV

Edward Jones

Divorce financial planning Business ownership considerations Business succession planning Retirement income strategy Multi-generational wealth transfer Founder/Business Owner Intergenerational Families Divorced
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Morgan H

Series 66

Huntington, WV

Merrill

Morgan Hood serves as Senior Resident Director at Merrill’s Huntington office, where he has been a financial advisor since 1999. In this role, he focuses on delivering goals-based wealth management strategies tailored to affluent individuals, families, and organizations. Morgan emphasizes a personalized and holistic planning approach, offering a single point of contact and disciplined guidance in asset allocation and wealth management to help clients achieve their long-term financial objectives. His practice supports a wide range of clients, including families, business owners, corporations, non-profit organizations, trusts, and estates. Morgan collaborates closely with clients’ legal and accounting professionals and accesses Merrill specialists in areas such as managed solutions, investment banking, insurance, and estate and retirement planning to provide comprehensive service. Morgan holds a Bachelor of Business Administration in Finance and a Master of Business Administration with a concentration in Finance, both from Marshall University. He holds the Personal Investment Advisor (PIA) designation. Morgan resides in Huntington, West Virginia, with his wife and three children and has been active in the local community. Outside of work, his interests include baseball, basketball, fishing, football, reading, family time, and traveling.

Wealth management Retirement income strategy Retirement withdrawal strategies College savings (529s, UTMA, etc.) Charitable giving & philanthropy
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Nathan G

CFP®, Series 66

Milton, WV

Edward Jones

Retirement income strategy Business ownership considerations Wealth management Founder/Business Owner Intergenerational Families
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