David Alderson Jr. is a 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.
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 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 the current president of the Pittsburgh Society of Investment Professionals. PSIP is driven by a single goal of providing networking and educational opportunities for our members and supporting the community through charitable efforts, and offer advocacy to investment professionals throughout Greater Pittsburgh region.
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.Send Message