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C. Brent Wilmoth

C. Brent Wilmoth

Retirement Planning Specialist

(304) 777-2300

(304) 435-3257

curtis.wilmoth@ohanawealthlegacy.com

AR Insurance License #3181824

Office Address:
9000 Coombs Farm Drive, Suite 302
Morgantown, West Virginia 26508   

Brent Wilmoth has worked diligently since 1999 helping individuals, families, and businesses as a Retirement Planning Specialist for Equitable Advisors. Brent attends the Wharton School of Business annually for his Retirement Planning Specialist certification and recently completed the Asset Allocation and Wealth Management Strategies advanced learning curriculum at the Harvard Institute. He is a member of the Equitable Hall of Fame and has earned many other accolades, recognitions, and awards throughout his years in the financial industry.

Brent Wilmoth is in the financial planning industry to help people in his community develop a financial mindset of saving for the future, building long-lasting client relationships based on this principle. In addition to making the most out of retirement programs, he believes it is important to take a holistic approach to financial planning. This includes the areas of:
▪ Group and individual retirement plans
▪ College savings strategies
▪ Life, disability, and long-term care insurance
▪ Estate conservation
▪ Actively managed investment accounts
▪ Annuities

It gives Brent great satisfaction to know that the advice he provides his clients with allows them to have the financial means and freedom they need for every phase in life. Brent’s dedication to his clients has led to his success, which allows him to be of service to his community in many different ways.

Brent resides in the Smithtown Community of Monongalia County with his wife, Deedee, and their son Brody. After Brody spent thirteen weeks in the NICU at WVU Medicine Children’s Hospital, Brent made fundraising for the organization a priority. Because of his passion for his community and children, he’s the resident host of the Grand Bash benefitting WVU Medicine Children’s Hospital and served as the Chair for WVU Medicine Children’s State of Minds Capital Campaign where he led his team to reach the 25 million dollar goal. Currently, Brent is serving as Chairman of the Advisory Board and Leadership
Council for the construction and development of the new women and children’s hospital in West Virginia.

Contact Brent Wilmoth today for all of your financial planning needs.