David Jeter, CFP®
Mr. Jeter is both a practicing financial advisor and a corporate manager.
As a professional practitioner he provides a full range of planning and consulting services to individuals, families, and business, advising on financial planning and wealth management, with particular attention to portfolio management, tax planning, and estate planning. As a senior vice president at Allegheny, he guides the coordination of strategy and resources for the company's 80 independent financial advisors, also supervising communications, training, development, and recruitment.
Education
Bachelor's degree, University of Michigan, graduated with honors
Professional Credentials
CFP® Practitioner, Certified Financial Planner Board of Standards
Series 24 principal license
Series 7, 63 registered representative licenses
Related Experience
16 years of experience in the financial planning profession
Served as a principal of a regional financial planning firm that employed over 250 advisors
Served as a financial advisor and district manager for American Express
Professional & Civic Activities
Member of the Estate Planning Council of Pittsburgh
A frequent speaker to consumer and financial industry groups
Participates in Junior Achievement of Western PA
Board member of the Pine Richland Baseball Softball Association
