D.B. Root & Company Named to Annual “Winner's Circle” of Advisor Teams
September 2008— D.B. Root & Company was honored by Research Magazine as one of the “Winner's Circle” top-ranked financial advisor teams in America.
The honor named David B. Root, Jr., Carrie Coghill Kuntz, David B. Root, Sr., and David Hoffmann in the horizontal team division. This division ranked practices with two or more advisors who conduct most of their business together and own significant stakes in the company.
“External recognition is always a wonderful feeling. But what matters most to us is the satisfaction our clients have from working with us,” said Chief Executive Officer David B. Root, Jr. “Only then can each of us feel satisfied that we have done our jobs by delivering the best we can to our clients.”
“In our survey of top teams, character, values, and especially attitude and passion for their mission to provide best-in-class service rank higher than specialized investment knowledge," according to R.J. Shook, president and founder of the Winner's Circle. “The best advisors in the world already know the secret to real success: It's all about the client.”
D.B. Root & Company is an independent wealth management advisory firm located in Pittsburgh, Pennsylvania. The firm was founded in 1994 by David B. Root, Jr. and Carrie Coghill Kuntz, who share a deep interest in financial planning that involves carefully crafting financial plans to help meet each client's needs.
The Winner's Circle (http://www.WCorg.com) is an independent organization that advocates best practices for financial advisors, as well as the benefits of advice to investors. Thousands of financial professionals were nominated for consideration. Each nomination was evaluated against numerous qualitative and quantitative criteria including assets under management, experience levels, regulatory history, and interviews with advisors.
