Jeter a 2010 FIVE STAR Wealth Manager

Allegheny Advisor David Jeter Among Top Wealth Managers

Pittsburgh Magazine survey of affluent area residents rated satisfaction with advisors

An extensive survey of Pittsburgh-area residents with high net worth has identified David Jeter, CFP®, and eighteen other advisors from Allegheny Financial Group and Allegheny Investments among the region’s top wealth managers in 2010 on the basis of clients’ satisfaction.

The independent survey, sponsored by Pittsburgh Magazine, ranked financial planners, accountants, attorneys, tax advisors, investment advisors, life-insurance agents, and other professional financial advisors on performance in relation to nine criteria—customer service, integrity, knowledge & expertise, communications, value for fee, meeting of objectives, post-sale service, quality of recommendations and overall satisfaction.

The top performers identified from the survey were named to the magazine’s list of Five-Star Wealth Managers by a panel of independent industry judges.

“David’s combination of sophisticated financial knowledge and clients-first focus make him a natural as a wealth manager. We’re proud to have him as a colleague,” said Allegheny principal and co-founder James Hohman, CFP®.

In all, the Five-Star designation was awarded to fewer than five percent of all financial advisors in the region. A description of the survey and its methodology appeared in the July 2010 issue of Pittsburgh Magazine.

For more information, call 412 536 8012, or email.