David A. Pitt, CFP®
Bachelor of Arts
Johns Hopkins University
Professional Registrations and Licenses
FINRA Series 7, 63 & 65 Registrations
Life, Health, and Accident Insurance Licenses (multiple states)
David A. Pitt joined Allied Wealth Partners in 2012, after spending eleven years on Wall Street as an Equity Trader. With more than 19 years of experience in the Financial Services Industry, he continues to bring extensive knowledge and expertise in retirement planning, investor relations, and equity trading.
Davids financial service career includes work at Fortune 500 Companies T. Rowe Price, Brainerd Communicators, Deutsche Bank, BLM Investment Securities and Louis Capital Markets.
Upon joining Allied Wealth Partners, his focus has been to shape both institutional clients and individual investors to help protect and manage their personal wealth.
As a valuable member of Allied Wealth Partners, he provides our clientele with quality service. He continues to reshape and diversify his financial planning practice which encompasses developed partnerships and Comprehensive Financial Planning Seminars that serve: corporations and SBAs, physicians, employees, executives and entrepreneurs.
David is a graduate of Johns Hopkins University with a Bachelor of Arts degree in History. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds FINRA Series 7, 63 & 65 Registrations and Life, Health, and Accident Insurance Licenses.
At Allied Wealth Partners we work as a team to provide clients with essential strategies and solutions. We believe that if it is good for the client, it will be good for the firm.
David is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc.