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INDIVIDUAL RETIREMENT ACCOUNT: The name says it all

Adam Davidson, CFP®

Senior Vice President

Adam Davidson, CFP®

Senior Vice President

Location: North Hills
Phone: (412) 633-1686

Adam P. Davidson is a Senior Vice President and CFP® professional with Hefren-Tillotson, providing full-service financial planning for his clients. Adam began his tenure with Hefren-Tillotson in the firm’s financial planning department. There he quickly advanced to the role of Director of Financial Planning before launching as a full-time financial advisor.

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Today, Adam specializes in providing clients with retirement transition solutions and non-profit organizations with endowment fund management expertise. He also advises and assists his clients in achieving their comprehensive financial goals in the areas of investment management, risk protection and estate planning.

Adam is an Investment Advisor Representative, a Registered Representative, and a Licensed Agent of Life, Accident, and Health Insurance. 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.

A 1996 graduate of Grove City College, Adam earned his Bachelor of Science Degree in Business Management with concentrations in Financial Management and Communications.

Out of the office, Adam is an avid runner who participates in several local races throughout the year. He and his wife, Patty, enjoy traveling and volunteering their time with local non-profit organizations such as Lutheran Service Society. Adam and Patty reside in Marshall Township and attend Monaca United Methodist Church.

Adam is a multi-year FIVE Star Wealth Manager Award winner presented by Five Star Professional.

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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Hefren-Tillotson Inc. is a leading diversified financial services firm providing investment and retirement plan management and comprehensive, financial planning through MASTERPLAN® for individuals and businesses. The firm’s wealth management services are administered by Certified Financial Planner (CFP) professionals, Chartered Financial Analyst (CFA) Charter holders, attorneys, Chartered Life Underwriters, and CPA/PFS’s. Hefren-Tillotson offers corporate services including 401(k) retirement planning, executive financial counseling, fiduciary reviews and workplace financial planning seminars. Founded in 1948, the firm is headquartered in Pittsburgh and has offices located in Pittsburgh, Butler, Greensburg, North Hills, and South Hills.