Fort Pitt Capital Group
&
Fidelity WAS®
We strive to provide outstanding service that solves our clients’ problems. In doing so, we ensure our referral partners shine.
Why Fort Pitt Capital Group is a Valuable Partner
When you refer your client to Fort Pitt Capital Group, you can rest assured that the advisor taking the call is the one your client would work with. There are no “sales associate handoffs.” And we work hard to earn your trust, keep you happy, and make you look good. Here are examples of successful transactions.
#1: Able to Crack Tough Nuts
– The client was concerned with the market and how he was invested.
– He’s a business owner and, after some work, Fidelity won him and his wife over through time, attention, digging, and offering solutions.
– Fort Pitt uncovered additional opportunities, and AUM than was originally known about.
– We meet with this couple in person and continue strengthening the relationship.
#2: Creative Problem Solving
– This client is a 50-year-old with employer stock.
– Fidelity helped him determine if his short-term needs made the Net Unrealized Appreciation (“NUA”) applicable.
– Fort Pitt provided a strategy where a Treasury bill was purchased to have available to pay his taxes at tax time.
– Both individuals guided him in formally deciding on an NUA strategy.
#3: Uncovering Additional Opportunities
– Fidelity recommended a transition from an allocation of 60/40 funds to individual securities with lower costs.
– Fort Pitt built a detailed plan and eventually earned the adult daughter’s business as well.
– The WAS advisor got credit for both wins.
#4: Persistence and Teamwork
– A client was contacted many times to set up a meeting with Fidelity and/or Fort Pitt.
– The Fort Pitt advisor stayed persistent as the WAS Advisor learned that the client was going to Fisher Investments.
– Both Fidelity and Fort Pitt successfully met with the client before they moved their assets to Fisher. Fort Pitt won his business after pointing out competitive advantages.
Click the images below to open up the documents:
Firm Overview  |
What We Offer Organizations |
What We Offer Individual Investors |
Individual Securities Philosophy  |
Unconstrained Equity Strategy  |
Dividend Appreciation Strategy  |
Meet Your Fort Pitt Capital Group WAS Team
Director of Sales
Email: llilavois@fortpittcapital.com
FOCUS: Ludgy supports Fort Pitt’s financial advisors through mentorship and guidance to ensure the best possible client service experience. He helps the firm by setting growth goals, determining opportunities for community involvement, recruiting new talent, and working alongside his fellow leadership team to execute the firm strategies.
CAREER HIGHLIGHTS: Ludgy has over 20 years of experience in the financial services industry. Most recently, he served as a Senior Private Client Advisor and Business Development Consultant. Ludgy is excited to apply his skills and knowledge to help guide Fort Pitt’s advisory team.
EDUCATION: Stony Brook University
COMMUNITY INVOLVEMENT: Ludgy has previously served as the Vice President of the Board of Directors for The Jubilee Center of Hoboken and is looking forward to getting involved with the Pittsburgh community.
PERSONAL: Being a long-time resident of New York City, Ludgy is a city boy at heart. He loves good food and sharing experiences with his family and loved ones.
Senior Vice President
Email: blynch@fortpittcapital.com
FOCUS: Beth works with individuals and families to help them identify their financial goals by creating a financial plan to achieve those aspirations. She enjoys advising and educating clients, providing sound advice, and building strong relationships.
CAREER HIGHLIGHTS: Beth came to Fort Pitt Capital Group in 2018 with over 20 years of experience as a financial consultant. She has worked as a financial advisor at another Pittsburgh based RIA, as a Wealth Planner at PNC Advisors, and started her career at a brokerage and insurance company.
EDUCATION: MS, Finance, College for Financial Planning
BSBA, Robert Morris University
Executive Certificate in Financial Planning, Duquesne University School of Leadership & Professional Advancement
COMMUNITY INVOLVEMENT: Member of the United Way’s Women’s Leadership Council (WLC) of Pittsburgh. Committee Member for the Women’s Center and Shelter of Greater Pittsburgh Annual Survivors’ Event, Member and Past President (Pittsburgh Chapter) of the Financial Planning Association. Past Chairperson of the National Association of Professional Women (NAPW) – Pittsburgh Chapter. Member of Women for Economic and Leadership Development (WELD) of Pittsburgh. Member of the Advisory Board for Children’s Institute. Member of the Athena Awards Host Committee.
PERSONAL: Outside of work, Beth enjoys playing tennis, golfing, and spending time with her husband and son.
Lead Financial Advisor
Email: bnewman@fortpittcapital.com
FOCUS: Brad’s responsibilities include being the key, day-to-day contact for investment strategy, planning advice, and account oversight to ensure his clients’ financial goals are met. His coordination of financial planning and investment advisory work focuses on investment portfolio review, detailed retirement analysis, college education funding, charitable giving strategies, and unique planning engagements for clients in various types of transition.
In addition to working with individual clients, Brad also has extensive experience working with trusts, institutions, nonprofits, 401 (k) retirement plans, and municipal pension plans.
CAREER HIGHLIGHTS: Brad’s a twenty-five plus year veteran of the investment advisory and financial planning industry. He came to Fort Pitt Capital via his career with Roof Advisory Group that began in 2003.
EDUCATION: BA, Juniata College
COMMUNITY INVOLVEMENT: Brad is currently a member of the Investment Committee for the United Way of the Capital Region, Investment Committee & Finance Committee for the Ronald McDonald House of Central PA. He currently serves on the boards of the Ronald McDonald House of Central PA and the Ronald McDonald House Charities Investment Program. He has served multiple terms on the boards of the Central Pennsylvania Estate Planning Council and the Theatre Harrisburg.
PERSONAL: When Brad is not in the office, he enjoys traveling with his family, spending time in Maine, and enthusiastically cheering on his daughter’s and son’s lacrosse teams.
Financial Advisor
Email: broof@fortpittcapital.com
FOCUS: Bryson aims to help clients navigate all aspects of their financial lives. Whether it’s purchasing/refinancing a home, assisting aging parents/adult children, or charitable gifting; each decision has an impact on future finances and retirement funding. He regularly coordinates with estate planning/eldercare attorneys, accountants, insurance agents, and loan officers to keep the client’s team of professionals informed and incorporate their specialized advice in legal, tax, insurance, and financing to achieve a well-informed recommendation.
CAREER HIGHLIGHTS: Bryson Roof began his career with a global financial services firm in Virginia Beach, Virginia with a focus on financial planning. Relocating back to his hometown in southcentral Pennsylvania, he joined Roof Advisory Group in 2012, which later merged with Fort Pitt Capital Group in 2019.
Bryson has been quoted in various financial publications, including CNBC, US News & World Report, Yahoo Finance, Barron’s, USA Today, and AARP. He also contributes to the Harrisburg Magazine with his monthly column: the Finance Hound.
EDUCATION: BA, Virginia Wesleyan University
He completed the Certified Financial Planner designation in 2015.
COMMUNITY INVOLVEMENT: Bryson is a licensed field trial judge through the American Kennel Club, traveling to beagle clubs throughout the Northeast. He holds multiple roles in many wildlife conservation organizations, including being the Treasurer for the Northeast Beagle Gundog Federation, the immediate past president of Harrisburg Beagle Club, and the current budget committee member of Harrisburg Beagle Club. Bryson was a past Vice President of the West Shore Young Professionals, a former Big Brother through Big Brothers Big Sisters of the Central Pennsylvania Region, and sat as Chairman of the Blood Drive Committee for the Rotary Club of Harrisburg.
PERSONAL: Outside of work, you can find Bryson at the kennel training his AKC beagles or at various beagle clubs judging AKC field trials. As an avid outdoorsman, he enjoys saltwater fishing, hunting, camping, and managing large tracts of land for wildlife conservation.
Financial Advisor
Email: cphillips@fortpittcapital.com
FOCUS: As a financial advisor, Cory works with individuals to achieve their version of financial success. Cory’s goal is to help his clients reach their goals. Utilizing his field knowledge and extensive team resources, he finds the investments and plan of action needed to turn an aspiration into a plan and then reality. From retirement planning, to wealth preservation, to estate planning, and much more, Cory will provide the right direction to go in. His true passion is seeing others succeed and doing what’s best for his clients.
CAREER HIGHLIGHTS
Cory’s financial advisory career began with a large national firm where he built his practice for 5 years. One of the skills he found to be essential to his success and his clients’ success was his ability to listen. In listening to his clients and understanding their needs, he recognized that the opportunity with Fort Pitt Capital would allow him to serve them best. Now Cory has the resources needed to effectively manage his clients’ wealth, build detailed plans, and tap into specialists’ knowledge when necessary.
EDUCATION: BS, Pennsylvania State University
CFP® Professional
Chartered Retirement Planning Counselor™, CRPC™
COMMUNITY INVOLVEMENT: Cory helped raise funds for the Hospice Veterans at Erie Hospital and was a past member of Rotary and the Chamber of Commerce. Cory is passionate about working with veterans, helping those in need, and being involved with his community.
PERSONAL: Cory lives in Baldwin-Whitehall, where he was born and raised. He enjoys hiking, road biking, golf, working out, learning, and spending time with the people closest to him. Cory is very open-minded and usually doesn’t pass up on a chance to create a new life experience.
Financial Advisor
Email: efranco@fortpittcapital.com
FOCUS: Emily is a creative problem solver who will exhaust every possibility to help her clients achieve their goals. As a financial advisor, Emily enjoys helping clients organize their financial lives, plan for their futures, and feel secure in the present. Both co-workers and clients know that she has their back and will move mountains to achieve their desired outcome. The joy that comes from helping those you care about succeed is something that fuels Emily each and every day.
CAREER HIGHLIGHTS: Emily has been working in financial services for a decade. Her natural proclivity for organization and a desire to learn and grow allowed her to advance in this field to her current position as a financial advisor with Fort Pitt Capital Group. She recently passed the national exam to be a Certified Financial Planner after completing a rigorous course of study through Duquesne University.
EDUCATION: BA, Muhlenberg College
PERSONAL: Emily lives on Pittsburgh’s Northside with her family and their dog, Sophie. When she’s not busy rehabbing their 100-year-old home, she enjoys scouring Western Pennsylvania’s many flea markets and estate sales for vintage furniture, reading, and gardening.
Financial Advisor
Email: pbrahan@fortpittcapital.com
FOCUS: As a comprehensive financial advisor, Paul specializes in creating tailored financial plans that align with his clients’ long-term goals. With a strong foundation in financial planning and retirement counseling, he provides holistic and personalized guidance to help individuals and their families achieve financial security and peace of mind.
CAREER HIGHLIGHTS: With a successful tenure in both the wirehouse and banking channels, Paul brings experience in wealth management, investment strategies, and financial advisory services.
EDUCATION: BS, Syracuse University
Certified Financial Planner™, CFP®
Chartered Retirement Planning Counselor™, CRPC™
EDUCATION: Paul serves on the board of the Regent Square Civic Association, engaging local residents and businesses by organizing events and advocating for community interests.
PERSONAL: Outside of work, Paul enjoys cooking, hiking, golfing, and spending time with his wife and English bulldog, Murphy.
Financial Advisor
Email: sriddle@fortpittcapital.com
FOCUS: Skylar enjoys working with people of all backgrounds to develop personalized financial goals through careful and diligent planning. Seeing people reach those goals, and the relationships built along the way, are the most rewarding aspects of his work.
CAREER HIGHLIGHTS: Skylar began investing at the age of nine after his grandfather gifted him a few shares of stock. After school, he joined the same firm that helped him learn about investing so that he could pass on that knowledge. Over 10 years later in the business, Skylar is just as passionate about the financial markets, economy, and helping people than ever before. He earned his CFP® designation in 2020.
EDUCATION: BS, Economics, Pennsylvania State University
MFin, Pennsylvania State University
COMMUNITY INVOLVEMENT: Financial literacy and animals are two of Skylar’s passions. He spends time educating the younger generation as well as service members and enjoys aiding his local animal shelter.
PERSONAL: Skylar loves spending time with his wife, two children, and dog. He also enjoys playing tennis and soccer, cheering on the Blue and White, and just relaxing by the campfire.
Locations
Fort Pitt Capital Group has locations in Harrisburg, Pennsylvania, Naples, Florida, and is headquartered in Pittsburgh, Pennsylvania.
But physical locations are no boundary to our firm being able to work with you successfully. We have clients in almost all 50 states and the technology to conduct remote meetings with video and screen sharing.
Fort Pitt Capital Group’s office hours are weekdays from 8:30 am to 5 pm EST/EDT. We are closed during the same holidays as the stock market:
• New Years Day
• Martin Luther King, Jr. Day
• Washington’s Birthday
• Good Friday
• Memorial Day
• Juneteenth National Independence Day
• Independence Day
• Labor Day
• Thanksgiving Day
• Christmas Day
We put clients first. We are fiduciaries, offering recommendations that are in our clients’ best interests. We return client calls within 1 business day.
We take initiative. We are proactive in our communications. We have a team of analysts constantly researching the market.
We are solution-focused. In times of volatility, we remain levelheaded. We customize recommendations based on each client’s situation.
We follow through. We do what we say we are going to do. Our clients can count on us to get the job done.
We are all in this together. Our focus is the same as yours – your future. Each client has a dedicated team servicing their accounts.
