Skip Navigation

Company News | Nov 11, 2014

Growing wealth management firm D.B. Root & Company adds Adam Souply to advisement team

Adam M. Souply


D.B. Root & Company has continued its steady growth by adding a new Financial Assistant to its roster. Adam Souply joins the firm after spending several years with one of the industry’s largest firms, BNY Mellon.

“I am very excited to be joining a firm that is clearly on the rise. I am looking forward to contributing my expertise in retirement planning, risk management and portfolio construction, while continuing to learn and grow under D.B. Root’s solid leadership.”

Adam will be working closely with CEO David Root as well as firm President Charles Stout.

“We are fortunate to have found Adam at just the right moment for our firm. We are glad to bring his work ethic and enthusiasm he has exhibited in his career and previously on the basketball court to our firm,” stated Root. “Our disciplined approach to retirement planning requires in depth reporting for our clients, and Adam has shown tremendous focus in all he does.”

A Fayette City native, Souply holds a B.S. degree in Business Administration (Finance/Investment Management Major)and MBA from Duquesne University where he also received a basketball scholarship. He passed Level I of the Chartered Financial Analyst (CFA) Program in June of 2014 and is a 2015 Level II CFA Candidate. Adam and his wife Thea live in Aspinwall, and enjoy experiencing Pittsburgh’s many cultural opportunities.

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.

Adam M. Souply


Senior Financial Advisor

How Can We Help?