Hazlett, Burt & Watson, Inc.

06/03/2026

Please join us in congratulating Shane Pamphilis on his 5-year anniversary with Hazlett Burt & Watson, Inc.

As First Vice President serving clients from our Wheeling, West Virginia office, Shane consistently demonstrates a strong commitment to delivering exceptional service. In addition to this milestone, he recently earned his Certified Financial Planner (CFP®) designation, further reflecting his dedication to professional excellence.

Congratulations on this milestone, Shane!

04/28/2026

Hazlett Burt & Watson, Inc. is proud to congratulate Shane Pamphilis on earning his Certified Financial Planner (CFP®) designation.

This accomplishment reflects a high standard of professional excellence, dedication, and commitment to serving clients with integrity. We are proud to recognize this milestone and look forward to Shane’s continued contributions.

04/13/2026

Last week, Matt Herink, CFP®, Vice President in our Barnesville, OH office, had the honor of throwing the ceremonial first pitch at the Barnesville High School Shamrocks Girls Softball game alongside his Golden Retriever, Pencil. ⚾🥎

We’re proud to support the Barnesville community and its student-athletes.

Matt is part of our dedicated Barnesville team alongside Tom Morrison, Senior Vice President, and Vikki Starr, Client Service Associate, all working together to serve our clients and community.

04/10/2026

Hazlett, Burt & Watson, Inc. is honored to support the 2026 Battle of the Ballroom!

We are ten days away from the Battle of the Ballroom and want to thank our amazing sponsors who help to make this event possible!

💃Salsa Sponsors:
Fort Steuben Maintenance
Valley Converting

📸 Red Carpet Sponsor:
Team Automotive

🕺 Tango Sponsors:
Hazlett, Burt & Watson, Inc.
Security National Trust Company
Cedar One Realty - Wintersville
Trinity Health System
Interstate Waste Services, Inc. - Ohio

🎶 Cha Cha Sponsors
Cardinal Operating Company
The James White Construction Company
Jarvis Law Office, P.C.

THANK YOU for your support of the United Way of the Upper Ohio Valley and the United Way of Jefferson County Ohio!

03/27/2026

The teams from Hazlett Burt & Watson Inc. and Security National Trust Company gathered at Oglebay for our Annual Shareholder Meeting on March 18.

The meeting offered an opportunity to reflect on the past year, share updates, and align future priorities while strengthening collaboration.

We extend our sincere thanks to our clients and dedicated team members for your continued trust and support.

03/04/2026

Please join us in congratulating Thomas Morrison on his 30-year Anniversary with Hazlett Burt & Watson, Inc.

As Senior Vice President serving clients from our Barnesville, OH, and Wheeling, WV offices, Tom’s dedication and commitment to our clients and team have made a lasting impact.

Congratulations, Tom, and thank you for 30 years of excellent service to our valued clients and Hazlett, Burt & Watson.

03/02/2026

Please join us in celebrating Steven T. Sell, ChFC®, Senior Vice President in our Lancaster, PA office, as he marks 25 years with Hazlett, Burt & Watson, Inc.

Over the past two and a half decades, Steve has been a dedicated advisor and steady presence within our firm.

Steve, congratulations on this remarkable milestone. We are proud to recognize 25 years of outstanding service to our clients and Hazlett, Burt & Watson.

02/19/2026

Tax time isn’t just about logging returns. It’s one of the best opportunities of the year to reset your financial strategy.

At Hazlett Burt & Watson, we see tax season as a strategic checkpoint. With up-to-date financial data in front of you, it’s the perfect time to align your goals.

➡️Want to learn more? Visit us at https://www.hazlettburt.com/ or reach out at (304) 233-3312.

01/29/2026

At Hazlett, Burt & Watson, Inc., our connection to the Wheeling community is longstanding. We’re proud to see that legacy reflected with Pete and Walker Holloway, featured on the cover of an upcoming issue of Wheeling Neighbors.

Pete joined the firm in 1981 and dedicated more than four decades to serving our clients before retiring in 2022. Walker joined in 2013. From 2013 to 2022, Pete and Walker worked together, exemplifying a shared commitment to our clients, our neighbors, and the Wheeling community.

Today, Walker serves as a Senior Vice President and is a member of the Hazlett, Burt & Watson Board of Directors, continuing a tradition of leadership and service.

01/22/2026

A new year is the perfect time to reflect and reimagine your financial future. Whether you’re planning for retirement, saving for college, or building long term wealth, our team is here to help. 📈💡

From retirement and wealth management to college planning, the Hazlett, Burt & Watson team will work with you to help you build confidence in your financial future.

➡️Ready to take the next step? Visit us at https://www.hazlettburt.com/ or reach out at (304) 233-3312.