D.B. Root & Company is an organization comprised of career-minded individuals. Our industry is fast-paced and constantly changing. Each individual is required to commit to continuing education, which is accomplished via online education courses, conferences and formal training programs (may involve overnight travel). Additional training such as Series 7, the Paraplanner and CFP® exams are also available and are considered part of the commitment to the development of D.B. Root employees.
D.B. Root has been cited as one of the region's best places to work* by Pittsburgh Business Times (the 5th year in a row). Additionally, the firm's financial advisors have been recognized as 5-star wealth managers**, a welcome acknowledgment of D.B. Root's commitment to excellence.
*Best Places to Work
Pittsburgh Magazine - Honorees were chosen based on their respective employees' opinions related to levels of trust, management, professional development, connections, rewards and life/work balance. Pittsburgh Business Times - Honorees were chosen based on their respective employees' responses to questions regarding team effectiveness, management effectiveness, alignment with personal/professional goals, trust among co-workers, individual contribution, an employee feeling valued, work engagement and best practices.
**5-Star Wealth Manager
"5-Star "Best in Client Satisfaction" Wealth Manager criteria included: knowledge/expertise, integrity, communications, quality of recommendations, value for fees charged, customer service, regulatory record and overall client satisfaction. Over 2,700 area advisors participated in the 2010 program, and the five D.B. Root advisors were among the 7% who achieved this honor.
