David Jeter is a CERTIFIED FINANCIAL PLANNER™ practitioner with Allegheny Financial Group. He provides a full range of planning and consulting services to individuals and small businesses, advising on financial planning and wealth management. David is a partner of Allegheny Financial Group, Ltd. and Allegheny Investments, Ltd., where he currently serves on the Board of Directors. Additionally, he is a member of Allegheny’s technology committee, investment committee, and marketing committee.
01Began career as a financial advisor in 1992
02Financial Advisor and District Manager for American Express, 1992-1997
03Principal of a regional financial planning firm, 1998-2003
01Produced professional financial blog
02Quoted in publications including Pittsburgh Business Times and Pittsburgh Quarterly
03Contributed as Reviewer for the Duquesne University CFP Capstone Program
04Certified with Family Reach and the Financial Planning Association to provide pro bono work through the Financial Planning for Cancer program.
Repeat Recipient of Five Star Wealth Manager Award
01Advisor - R&D Impact Foundation
02Former Trustee – Pine-Richland Opportunities Fund