According to the bank, the new unit will offer services such as wealth analysis planning, asset management, individual and group insurance, retirement services, estate planning, bonds, annuities and charitable trusts.
The new unit will also offer a wide variety of investment services through Raymond James Financial Services, a financial advisory firm focused on investment and financial planning, including asset management.
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Overseeing the management of WMS is veteran investment advisor representative and banking executive Samuel Guarascio who has been named vice president of Wealth Management Solutions for MVB Bank, and a Financial Advisor with Raymond James Financial Services.
"The combination of the best community banking and financial advisory support of a national firm like Raymond James, brings together a one-stop shop for a wide range of financial needs for West Virginians desiring to better understand their financial management options and find the best solutions for them," said Guarascio.
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