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Meet The Team

With our team's experience, training and knowledge of financial products and services, our clients receive the top-quality, cost-effective financial guidance they deserve, designed to help them realize their financial goals.

Our Team

James J. Chadwell

Qualified Plan Specialist

(304) 366-0126

James Chadwell is a Financial Consultant and Qualified Plan Specialist in the American Division of Equitable Advisors in Fairmont, WV. Mr. Chadwell has been a financial professional for over 20 years and is an active member of the Fairmont community. Jim has been a board member of Literacy volunteers, past President of Life Underwriters, Action Marion graduate, United Way Special Events chairperson, United Way Campaign Chairman, Boy Scout leader and Branch Representative for National Associate Forum. As part of a group of financial professionals, they leverage each other's strengths and areas of expertise to better serve their clients.

Samantha "Joby" Chadwell

Certified Plan Fiduciary Advisor, Certified Retirement Education Specialist

(304) 366-0126