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Branch Manager
Financial Consultant
Penn Center, PA
412-825-3567
Email
David Bergstein has been a Financial
Consultant with the firm since 1993. David was promoted to Vice President / Investments
and Branch Manger of the Firm’s Penn Center office in 1999 due to
his strong management and leadership abilities.
As a Financial Consultant, David offers his clients a full range of investment
products and services including stocks and bonds, mutual funds, CDs, annuities,
IRAs, insurance, long term care insurance and more. Because of the many
investment choices today, David carefully reviews the individual goals
and priorities of each client and incorporates all of the products and
services they choose into a financial plan that is routinely monitored
as a client’s goals change. In addition, David has direct access
to Janney Montgomery Scott LLC’s specialists in retirement and financial planning,
estate planning, equity research and portfolio management, should a client’s
needs focus on those specific investment issues.
Office:
Penn Center, PA
Financial Services:
Stocks, bonds, mutual funds, CDs, IRAs, insurance, financial planning,
retirement planning, estate planning.
Personal:
Prior to joining the firm, Mr. Bergstein was an apparel manufacturer
sales representative in the northeast. He received his Bachelors of Arts
degree from the University of Pittsburgh. David resides
in Monroeville and has one daughter. In his spare time he enjoys
cycling, skiing, tennis, gourmet cooking, and photography.
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David
H. Bergstein