A complete list of active advisors currently associated with Wesbanco Securities, Inc.

Warmer can help you find a great advisor at Wesbanco Securities, Inc. or one who fits your needs even better.

WesBanco Securities, Inc. provides investment advisory and portfolio management services to individuals (including high‑net‑worth clients), corporations, trusts, estates and retirement plans through its Comprehensive Portfolio Management wrap‑fee program and other advisory offerings. The firm delivers portfolio management for individual clients and also sponsors third‑party managed account programs that include separately managed accounts, unified managed accounts and model portfolios. Advisory relationships are generally non‑discretionary, with financial consultants working with clients to establish objectives, risk tolerance and an investment plan while monitoring and recommending changes; WSI’s IARs serve as the portfolio managers for its wrap program. For discretionary management, WSI recommends and implements third‑party managers such as BNY Mellon Advisors and SEI and offers a range of strategies and model portfolios, including tax‑aware, target‑risk and ESG options. WSI is a wholly owned subsidiary of WesBanco, Inc. and, unusually for firms of its size, is affiliated with a banking institution, a trust company (WesBanco Trust and Investment Services), operates as a registered broker‑dealer and an insurance agency, and maintains a clearing relationship with Pershing LLC; those affiliations create referral pathways and potential conflicts of interest that the firm discloses. The firm also expanded assets and branch coverage after a conversion related to its parent’s bank acquisition, and its advisers’ dual registrations mean clients may be offered advisory, brokerage or insurance solutions across affiliated entities.

To learn more about the advisors currently working at Wesbanco Securities, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.