17 September, 2024
Jacob Watson
Client Relationship Specialist Email: jwatson@fortpittcapital.com FOCUS As a Client Relationship Specialist, Jacob works closely with the advisor’s teams to help build and maintain client relationships. He assists with opening new accounts, scheduling plan review meetings, onboarding new clients, administrative duties and answering any questions a client may have.[...] Continue reading17 September, 2024
David A. Plante, CFP®
Financial Advisor Email: dplante@fortpittcapital.com FOCUS David focuses on helping clients build a solid financial foundation. With retirement, wealth preservation, and estate planning knowledge, David provides his clients with comprehensive financial solutions. He assists clients in achieving their long-term goals through personalized planning and strategic[...] Continue reading29 July, 2024
Ashley Hannon
Client Relationship Specialist Email: ahannon@fortpittcapital.com FOCUS As a Client Relationship Specialist, Ashley works alongside the advisor’s teams to aid and build client relationships. She assists with the needs of the client, day-to-day tasks, and a variety of other operations. Ashley has a passion for client relations and strives to help each client achieve[...] Continue reading15 June, 2023
Jennifer Green
Senior Client Relationship Specialist Email: jgreen@fortpittcapital.com FOCUS As a Client Relationship Specialist, Jennifer assists advisors with all facets of client service, including new client onboarding, processing new account paperwork, meeting preparation, money, and asset transfers, and client correspondence. CAREER HIGHLIGHTS Jennifer began her career in[...] Continue reading14 May, 2021