David B. Root, Sr., CFP®
Executive Vice President
dbrootsr@dbroot.com
David B. Root, Sr., has more than three decades of experience advising high net-worth individuals in all aspects of wealth management and planning. A native of Erie, Pennsylvania, Dave moved to Pittsburgh after spending much of his career as a stockbroker with the brokerage firm his father founded. "As a broker, your focus is always on the products," he shares, "As a financial planner, your focus is on the person, and there's something very gratifying about that."
In his present role, David is responsible for many of the firm's business development and account management activities. He is a CERTIFIED FINANCIAL PLANNERTM professional and a registered representative with Commonwealth Financial Network, member FINRA and SIPC.
David holds a bachelor's degree from Washington and Lee University in Virginia. He and his lovely wife Margie have four grown sons and 11 grandchildren.
|
