Wealth Management

Your partners for growth

We’ll help you develop a strategy for your finances to build, manage and preserve your wealth through every stage of life.
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Maximize Your Wealth’s Potential

MVB provides sound wealth management in alignment with Raymond James Financial Services. A nationally renowned firm, RJFS offers quality expertise in designing personalized financial management plans to help achieve a wide range of client goals.

Are you ready to help maximize your wealth’s potential?

Here are just a few things we can do:

  • Investment and Financial Planning
  • Portfolio Asset Management
  • Individual and Group Insurance Services
  • Retirement Planning Services
  • Estate Planning Services
  • Brokerage Services

If you already have an account, log in here.

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 banking centers that you’re ready for a new financial roadmap. The registered banking center location is 1000 Johnson Avenue, Bridgeport, WV 26330. 

Check the background for any of our  investment professionals on FINRA’s BrokerCheck. – See more at: http://brokercheck.finra.org/

R. Craig Dean, J.D.*, Financial  Advisor, Raymond James Financial Services

Craig has more than 23 years of experience in the financial services industry. He has held senior positions in both national and regional bank trust departments and brokerage organizations. Craig has a bachelor’s degree in Finance and a Doctorate of Jurisprudence from the West Virginia University College of Law. He works with his clients to identify their financial and investment goals and recommends plans and actions needed to obtain those goals.

Jacqueline R. Reppert, Registered Administrative Assistant, Raymond James Financial Services

Jacqueline Reppert is a Registered Administrative Assistant at MVB’s Wealth Management. Jacqueline is available to coordinate the process of designing a wealth management plan that’s right for you.

* Raymond James and its advisors do not offer legal advice. You should discuss any legal matters with the appropriate professional.

Raymond James Privacy Policy

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. The registered banking center address is 1000 Johnson Avenue, Bridgeport, WV 26330. 

Securities are not deposits, not insured by bank insurance,  the FDIC or any other governmental agency, not deposits or obligations of the bank, not guaranteed by MVB Bank and are subject to risks, including the possible loss of principal.

Securities offered through Raymond James Financial Services, Inc. Member FINRA and SIPC.

Check the background of this investment professional on FINRA’s BrokerCheck. – See more at: http://brokercheck.finra.org/ Investment advisory services offered through Raymond James Financial Services Advisors, Inc. 

MVB Bank and MVB Wealth Management Solutions are not registered broker-dealers and are independent of Raymond James.
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