James Alexander, CPA, CFP® - Director of Wealth Management

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Mr. Alexander is the Director of the Private Wealth Management Division of the CPA firm Cunningham Powell Alexander, A.C. in Morgantown, W.V. He is one of few Certified Financial Planner® practitioners actively practicing in the Morgantown area on a fee basis.

His office strives to meet the needs of the relationships of the families entrusted to him with care and devotion and a genuine friendship.

In the best of times, we will celebrate life, and in the worst of times, we will actually pray together.

Professional Experience

  • Personal financial planning and institutional asset management since 2001

  • Currently visiting lecturer on Fundamentals of Estate Planning, WVU College of Business and Economics, Finance Department

  • Bank Executive VP/Controller from 1985 to 2000

  • Public accounting from 1980 to 1985

Professional Credentials

  • Certified Public Accountant

  • Member, American Institute of Certified Public Accountants

  • Member, West Virginia Society of Certified Public Accountants

  • Board of Directors, North Central WV Estate Planning Council

  • CFP® Practitioner, Certified Financial Planner Board of Standards

  • Licensed securities representative

  • Licensed insurance representative

Community Involvement

  • Former elder of the Presbyterian Church in America and the Orthodox Presbyterian Church.

  • Bible study leader, follower of Christ, discipled through WVU Navigator ministry

  • President of Morgantown Kiwanis Foundation

  • Board member of Friendship Manor, a senior citizens residential community

  • Co-founder of the Buckskin Adult Soccer League

  • Active USSF Soccer Referee

  • Honorary Board member of Morgantown United Soccer Club

  • Kicking the soccer ball around with the older guys on summer evenings

  • Playing my guitar for my wife with her most lovely voice