Plante

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 reading

David A. Plante, CFP®, CEPA

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. Additionally, holding the Certified Exit Planning Advisor (CEPA) designation, he offers specialized[...] Continue reading