Adam Davidson
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Adam P. Davidson is a Financial Advisor with the full-service financial planning firm Hefren-Tillotson, Inc. Over the past decade Adam has served in a variety of positions within the firm's Financial Planning Department, most recently as the department Director. He specializes in endowment fund management as well as assisting individuals in achieving their comprehensive financial goals in the areas of investment management, retirement transitions, insurance protection, and estate tax planning. Adam is a CERTIFIED FINANCIAL PLANNER™ professional, an Investment Advisor Representative, a Registered Representative, and a Licensed Agent for Life, Accident and Health Insurance. He completed his undergraduate work at Grove City College, earning a Bachelor of Science Degree in Business Management with concentrations in Communications and Financial Management. Adam is an active member of the Financial Planning Association (FPA) and the Estate Planning Council of Pittsburgh. He has also appeared regularly on the 'Ask the Advisor' segment of Hefren-Tillotson's "Your Money and You" heard every Sunday morning on KDKA/1020 AM. In his free time Adam enjoys contributing to the Allegheny Center Alliance Church (ACAC), participating in his local soccer association, and recreational reading. He is also an avid runner who participates in several local races throughout the year. Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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Financial Advisor
