Wealth Advisor

Cindy McGhee, CPA/PFS, CTFA, CRSP

With nearly three decades of experience in the financial services industry, Cindy McGhee serves as a wealth advisor for Buckingham, leading the office in Charleston, West Virginia. Cindy’s philosophy is to listen to and understand her clients first, before using her skills and experience to provide customized solutions that will help them reach goals.

Cindy’s professional credentials include being a Certified Public Accountant, designated a Personal Financial Specialist by the American Institute of Certified Public Accountants, a Certified Trust and Financial Advisor, and a Certified Retirement Services Professional. She combines all of these abilities to develop comprehensive financial plans for clients, so that they can feel confident that they have a path to follow for the future.

Active in her community, Cindy currently serves as the chair of the West Virginia Symphony Orchestra board of directors, on which she’s served for over 15 years. She is involved in several other organizations, including serving as a member of the West Virginia Commission on the Arts.

Cindy holds a Bachelor of Science in Business Administration – Accounting from Marshall University and a Master of Professional Accountancy from West Virginia University.

Contact Cindy

Let's look at the big picture, together.