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.
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
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
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