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Associate Vice President
David Alderson Jr.
(724) 838-0990 x 1693
Greensburg

David Alderson Jr. is an Associate Vice President with Hefren-Tillotson, Inc. David utilizes Hefren-Tillotson's comprehensive MASTERPLAN® approach to help his clients achieve their goals by developing a coordinated and tailored financial plan that meets their specific needs.

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He specializes in the areas of investments, insurance, fixed and variable annuities, retirement education, college savings plans and estate and tax planning. David also works with local businesses on their company 401k and retirement savings plans. His goal with every one of his clients is to become and remain his client's most trusted advisor.

David holds the Series 6, 7, 63, and 65 securities licenses as well as the appropriate insurance licenses for use in retirement and estate planning. Prior to joining Hefren-Tillotson, David was an advisor with TIAA-CREF in their respective Charlotte, NC and Pittsburgh, PA offices for 7 years. At TIAA-CREF, his focus was to help those in the academic, medical, governmental, research, and cultural fields reach their financial and retirement goals.

David is a Partner of the ERA Group of Hefren-Tillotson, which takes a team approach to financial planning and investment management providing their clients with the highest level of service and expertise.

David is a native of Pittsburgh and a graduate of Saint Vincent College in Latrobe, PA. He currently resides in Murrysville with his wife Jacquie and their daughter Claire. In his spare time, he enjoys watching sports, golfing, running, and spending time with his family and friends. David and his wife Jacquie are avid University of Pittsburgh sports fans.

The ERA Group
Dana Klein
Financial Assistant
Nichole Heide
Financial Assistant
David is available to help you with your investments and answer your questions.
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Since 1948, we’ve provided clients with comprehensive, unbiased advice relating to all aspects of their personal financial situations because we listen. We learn who you are. We see the future through your eyes.

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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. MEMBER SIPC.