Allegheny Financial Group, a financial planning and investment management firm, has appointed David Jeter, CFP as a partner and member of the firm’s board of directors.
Jeter is a Certified Financial Planner practitioner who provides a full range of planning and consulting services to individuals and small businesses, advising on financial planning and wealth management. He joined Allegheny in 2003, serving on the corporate management team and working as a financial advisor with personal clients. In 2012, Jeter joined James Hohman, CFP, and Jennifer Schrauder, CFP, as a full-time advisor in Allegheny’s JDH Group. He is a member of Allegheny’s Investment Committee and Marketing Committee.
Brandon J Haynes, CFP, Co-President of Allegheny Financial Group and Allegheny Investments, says: “David’s background and extensive experience in the financial planning profession make him a valuable asset to our board of directors, and we look forward to the insight he will provide our client-focused management team and ownership group.”
