Our Team

Offering an exceptional client experience doesn’t happen by chance. We’ve assembled, mentored and trained a group of dedicated and well-credentialed professionals focused on serving client needs.

Executive Leadership

FOUNDER / CEO

CHIEF FINANCIAL OFFICER

Advisors and Associates
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SENIOR FINANCIAL ADVISOR / 
MANAGING DIRECTOR,
FIDUCIARY PLAN SOLUTIONS 

SENIOR FINANCIAL ADVISOR /

MANAGING DIRECTOR,
GREAT LAKES REGION

SENIOR FINANCIAL ADVISOR

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FINANCIAL ADVISOR

FINANCIAL ADVISOR

Client Support

CLIENT SERVICE ASSOCIATE

CLIENT SERVICE ASSOCIATE

RECEPTIONIST

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CLIENT SERVICE ASSOCIATE

Interested in joining our team? Contact Jodi Landucci jlanducci@dbroot.com

In-House Specialists

DBR STOCK PORTFOLIO MANAGER

TAX AND ACCOUNTING SPECIALIST

MARKETING SERVICES

DBR & CO Strategic Partners

Charles Schwab

DBR & CO has partnered with Charles Schwab to hold your investments. Charles Schwab has provided custodial services to more than 7,000 independent financial advisors for more than 30 years.

 

We want you to have the highest level of confidence in DBR & CO to manage your money. And securing it within Charles Schwab’s platform makes access to the latest technology easy whether it’s opening an account, moving money or accessing account information. As our custodian, Schwab also provides one of the industry’s most secure platforms designed to keep your personal and financial information safe.

Dynasty Financial Partners

As an independent RIA, DBR & CO could not have a better operating platform partner for our clients than Dynasty Financial Partners. In terms of innovation, technology and industry knowledge, they have set the pace in the new world of wealth management. With a focus on the end user-our clients, Dynasty continues to introduce efficiencies and capabilities that help us stay ahead of the curve in serving our clients.

Hedgeye Risk Management

A true pioneer in the investment research business, Hedgeye and its CEO Keith McCullough have proven to be a must-have resource for many of the top money managers in the country. DBR & CO was one of their first clients, and the relationship continues to grow stronger.

Learn more about the DBR & CO approach

To learn more about the DBR & CO approach, contact DBR & CO CEO David Root

d.rootjr@dbroot.com   888.227.0913

Where to find us:

MID-ATLANTIC REGION

 

436 Seventh Avenue, Suite 2800

Pittsburgh, PA 15219-1818

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Phone: 412.227.2800

Toll Free: 888.227.0913

Fax: 412.227.2805

GREAT LAKES REGION

 

811 Madison Ave, 7th Floor

Toledo, OH 43604

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Phone: 419.574.9399

Toll Free: 888.227.0913

Fax: 419.574.9356

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© 2020 DBR & CO

This communication is strictly intended for individuals residing in the states of AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY.

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Important Consumer Disclosure: D.B. Root & Company, LLC (“DBR & CO”) is an SEC registered investment adviser located in Pittsburgh, Pennsylvania. DBR & CO and its representatives are in compliance with the current registration and notice filing requirements imposed upon SEC-registered investment advisors by those states in which D.B. Root & Company maintains clients. DBR & CO may only transact business in those states in which it is notice filed, or qualifies for an exemption or exclusion from notice filing requirements. DBR & CO’s web site is limited to the dissemination of general information regarding its investment advisory services to United States residents residing in states where providing such information is not prohibited by applicable law. Accordingly, the publication of DBR & CO’s web site on the Internet should not be construed by any consumer and/or prospective client as DBR & CO’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Furthermore, the information resulting from the use of tools or other information on this Internet site should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from DBR & CO. Any subsequent, direct communication by DBR & CO with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of DBR & CO, please contact the United States Securities and Exchange Commission on their web site at www.adviserinfo.sec.gov. A copy of DBR & CO’s current written disclosure statement discussing DBR & CO’s business operations, services, and fees is available from DBR & CO upon written request. DBR & CO does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to DBR & CO’s web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

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Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission.

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Advisory HQ’s Top Ten advisors’ rankings are based on methodologies used by established financial news organizations and are highly focused on three pillars: total assets under management (AUM), firm size/quality, and the amount of revenue generated by an advisory firm. AdvisoryHQ’s Advisor Selection Methodology is based on a wide range of filters including fiduciary duty, independence, transparency, level of customized service, history of innovation, fee structure, quality of services provided, team excellence, and wealth of experience. The review and ranking articles are always 100% independently researched and written without the ranked Firms knowing they are being reviewed.

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Certain supervised persons of DBR & CO, in their individual capacities, as registered representatives of a broker-dealer, may provide securities brokerage services and implement securities transactions under a separate commission based arrangement and may be entitled to a portion of the brokerage commissions paid to the brokerage firm, as well as a share of any ongoing distribution or service (trail) fees from the sale of mutual funds. 

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https:/brokercheck.finra.org/firm/summary/35747

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A number of DBR & CO’s Supervised Persons are also licensed insurance agents and may offer certain insurance products on a fully-disclosed commissionable basis.  A conflict of interest exists to the extent that DBR & CO recommends the purchase of insurance products where its Supervised Persons may be entitled to insurance commissions or other additional compensation.