17 September, 2024
Jacob Watson
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. CAREER HIGHLIGHTS Before[...] Continue reading17 September, 2024
Sarah Schwacher, CRES
Email: sschwacher@fortpittcapital.com FOCUS As a Financial Advisor, Sarah assists all types of individuals and businesses in achieving short—and long-term financial success through comprehensive financial planning and personalized holistic advice. She is especially passionate about helping women and minority business owners flourish in their communities. CAREER[...] Continue reading17 September, 2024
David A. Plante, CFP®
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 guidance. CAREER[...] Continue reading29 July, 2024
Ashley Hannon
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 their investment and overall[...] Continue reading15 June, 2023