Ted Bovard – Principal and Financial Consultant
“If you never lose sight of your clients’ needs first, this job is pretty easy.”
When your client’s kids think of you as part of the family, you know you’re doing something right as a trusted advisor. Just ask Ted Bovard.
“I’ve had children of my clients
kid me, telling me that I’m the first guy
their parents call when there’s a financial
decision to be made,” he says.
“There’s a certain level of engagement
required. It’s getting into my client’s
lives, understanding the goals they have for their
families, then telling them what they need to
hear.”
Ted has been doing just that for Fort Pitt Capital
Group clients since joining the firm in 1995.
His career in financial advising began in 1987
with another regional investment firm. Today,
he serves on the Fort Pitt Capital Group’s
Investment Policy Committee and Secretary of the Board of Directors .
He holds a bachelor’s degree from the University
of Pittsburgh and lives in Zelienople, PA, with
his wife, Kristin, and their three children. Ted
is a member of the Financial Planning Association.