Direct booking
Book time directly with this advisor, no back-and-forth required
Top 30 financial advisors of 90 near 25504
Out of 400,000+ nationwide
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.
Dane L
Series 66
Huntington, WV
Edward Jones
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.
Hannah S
Series 66
Barboursville, WV
Edward Jones
Christopher B
ChFC®, Series 66
Huntington, WV
Edward Jones
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.
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.
John H
Series 63, Series 65
Huntington, WV
Edward Jones
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.
Nathan G
CFP®, Series 66
Milton, WV
Edward Jones
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Top 30 financial advisors of 90 near 25504
Out of 400,000+ nationwide