Wealth Management Solutions
It's Time to Review Your Financial Roadmap!
No matter what stage of life you are enjoying, or how much wealth you have accumulated, it's time for you to have the right plan to meet your financial goals.
Building, managing and preserving your personal wealth through every stage of your life is what we do. We make it our business to help you manage your financial goals and assets.
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Personalized Service & Strategies
We provide a growing list of services and expertise in conjunction with the nationally-respected firm of Raymond James Financial Services.
- Investment and Financial Planning
- Portfolio Asset Management
- Individual and Group Insurance Services
- Retirement Planning Services
- Estate Planning Services
- Brokerage Services
- Private Banking
Already Have a Wealth Manager or Account?
If you already have a wealth manager or account through our relationship with Raymond James Financial Services, please click on the link to access your information: https://wallstreet.rjf.com/
- Let MVB Help You
Trust. Knowledge. Commitment.
We listen. You trust us with your personal story, requirements and goals so that we can assess your financial situation and resources with knowledge and purpose.
We advise and guide by assisting you in creating - or clarifying - short and long-term financial objectives.
We design a plan unique to you for managing your assets based on your personal financial strategy.
We monitor and track progress of your portfolio along the way, and suggest adjustments as necessary.
We're here to make your financial life easy to manage and understand.
- Meet our team
Our wealth management professionals are available to you by calling 304.842.3582, or by letting an MVB Team Member know at any of our branches that you're ready for a new financial roadmap.
Vice President, Wealth Management Solutions
Financial Advisor, Raymond James Financial Services
Sam Guarascio has spent several years as a wealth management advisor in the state of West Virginia. He is a trusted investment banker who creates financial, investment and wealth management solutions for individuals, families and small businesses. Mr. Guarascio has held senior positions in both national and regional bank investment and brokerage organizations.
Registered Administrative Assistant, Raymond James Financial Services
Debra Jaggie is a Registered Administrative Assistant at MVB's Wealth Management Solutions. Ms. Jaggie is available to coordinate the process of designing a wealth management plan that's right for you.
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members. Raymond James financial advisors may only conduct business with residents of states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
Securities are not deposits, not insured by the FDIC or any other governmental agency, not guaranteed by MVB Bank and are subject to risks, including the possible loss of principal.
MVB Bank and MVB Wealth Management Solutions are independent of Raymond James.