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Company News | Feb 04, 2014

D.B. Root & Company announces promotion of Michael Aroesty to Financial Advisor

Michael J. Aroesty


D.B. Root & Company prides itself in recruiting and developing outstanding talent. A clear example of this is the advancement of Michael Aroesty in becoming a CERTIFIED FINANCIAL PLANNER™ in 2013. Part of Michael’s development was the result of completing the Advisor Intensive Mentor Program Run by Commonwealth Financial Network. The goal of the program is to develop the associate advisor into a full-time producing advisor in the firm within 12 months.

Mike joined the firm in 2010 as a registered assistant to David Root, CEO of the firm. Root says,“Michael has been a huge asset to me and our clients over the past three years. He not only learned the business quickly, he has had laser sharp focus and great attention to detail. He is extremely passionate about helping clients and has a very bright future ahead. We couldn’t be happier about him launching his advisor career with D.B. Root & Company.”

As Financial Advisor, Michael will now be responsible for asset allocation and risk management decisions on portfolios, retirement projections for clients, placing trades and directing estate planning and tax planning issues. “I was able to learn from some of the best in the industry, and had a great opportunity to work closely with some outstanding clients. I am thrilled to now have the opportunity to serve my own roster of clients.”

Michael holds the Series 7 and 66 securities registrations through Commonwealth Financial, as well as the Accredited Investment Fiduciary ® designation. As a financial advisor with D.B. Root & Company, Michael’s mission is to provide individuals, families, and non-profit organizations with comprehensive and unbiased financial planning and wealth-management services. He and his team help provide solutions to individuals’ goals on retirement, education, estate, tax and generational wealth planning.

Prior to his employment with D.B. Root & Company, Michael worked for 7 years at the Taft School, a co-educational boarding school in Western Connecticut. At Taft, he was the Assistant Director of Financial Aid, an Admissions Officer, Psychology teacher, dorm head, varsity hockey coach and advisor to dozens of students and families. Mike earned his degree from Williams College in 2003, where he was the starting goaltender for the Varsity Ice Hockey team.

Michael is a resident of Regent Square along with his wife Lindsay and young son Jake. There you will find him jogging throughout the city of Pittsburgh, or on the ice coaching and playing hockey.

This material has been provided for general, informational purposes only, represents only a summary of the topics discussed, and is not suitable for everyone. The information contained herein should not be construed as personalized investment advice or recommendations. Rather, they simply reflect the opinions and views of the author. D. B. Root & Company, LLC. does not provide legal, tax, or accounting advice. Before making decisions with legal, tax, or accounting ramifications, you should consult appropriate professionals for advice that is specific to your situation. There can be no assurance that any particular strategy or investment will prove profitable. This document contains information derived from third party sources. Although we believe these third-party sources to be reliable, we make no representations as to the accuracy or completeness of any information derived from such sources, and take no responsibility therefore. This document contains certain forward-looking statements signaled by words such as "anticipate," "expect", or "believe" that indicate future possibilities. Due to known and unknown risks, other uncertainties and factors, actual results may differ materially from the expectations portrayed in such forward-looking statements. As such, there is no guarantee that the expectations, beliefs, views and opinions expressed in this document will come to pass. Information presented herein is subject to change without notice and should not be considered as a solicitation to buy or sell any security. All investment strategies have the potential for profit or loss. Asset allocation and diversification do not ensure or guarantee better performance and cannot eliminate the risk of investment losses. The impact of the outbreak of COVID-19 on the economy is highly uncertain. Valuations and economic data may change more rapidly and significantly than under standard market conditions. COVID-19 has and will continue based on economic forecasts to have a material impact on the US and global economy for an unknown period.

Michael J. Aroesty


Chief Investment Officer

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