PITTSBURGH ?Hefren-Tillotson, Inc., one of Western Pennsylvanias largest investment advisory and financial planning firms, has announced the appointment of Grant Fleming to the position of Financial Advisor.
Fleming is a Certified Financial Planner, an Investment Advisor Representative, a Registered Representative, and a Licensed Agent for life, accident and health insurance.
As a member of Hefren-Tillotsons Fleming Harrison Group, Fleming specializes in comprehensive financial planning involving investments, estate planning, retirement, insurance strategies, and tax planning for individuals, business owners, and retirement plans.
Prior to joining the Fleming Harrison Group, Fleming gained valuable experience as a Senior Financial Planner in Hefren-Tillotsons financial planning department.
The investment in talent we are making today will help us support our clients future financial objectives, said Kim Tillotson Fleming, Hefren-Tillotson Chief Executive Officer. Grant has maintained an exceptionally high standard of client service and end product deliverables that exemplify the values of our firm and a high degree of passion in the work that he does.
A graduate of Allegheny College with a Bachelor of Arts degree in Managerial Economics, Fleming is a board member of the Pittsburgh Urban Magnet Project and the United Ways Millennial Steering Committee. He is also active with many other non-profit organizations including the Pittsburgh Symphony Orchestra.
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 firms wealth management services are administered by Certified Financial Planner (CFP) professionals, Chartered Financial Analyst (CFA) Charter holders, attorneys, Chartered Life Underwriters, and CPA/PFAs. 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, South Hills, and Wexford.