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Top 30 financial advisors of 572 near 15330
Out of 400,000+ nationwide
Lance B
Series 63, Series 66
Bethel Park, PA
Edward Jones
Michael K
Series 66
California, PA
Edward Jones
Chad N
CFP®, Series 66
Charleroi, PA
Edward Jones
Ian M
CFP®, ChFC®, Series 66
Pittsburgh, PA
Edward Jones
Matthew B
Series 66
Washington, PA
Edward Jones
David F
Series 66
Upper Saint Clair, PA
Merrill
David Foster is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, he supports clients by providing personalized financial advice, retirement planning, and ongoing performance tracking. He works closely with individuals and small business clients to help optimize their retirement plan benefits and develop strategies tailored to their financial goals. With over 17 years of experience at Merrill, Foster’s expertise includes divorce transition planning, family wealth management strategies, defined benefit and defined contribution plan consulting, portfolio management, and retirement income planning. He holds professional certifications including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Foster earned a Bachelor’s degree in Information Technology and Business Communication from Robert Morris University. He resides in Upper St. Clair, Pennsylvania, with his two children, and enjoys attending their events as well as recreational activities such as boating, camping, fishing, football, golfing, hunting, and skiing.
Devin K
Series 63, Series 65
Upper Saint Clair, PA
Merrill
Devin Kelley is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 12 years of experience in wealth management. She assists clients in building customized financial strategies tailored to their individual priorities, focusing on family wealth management, personal retirement planning, philanthropic planning, and tax minimization, among other areas. Devin works collaboratively with a team of advisors to support clients across all stages of financial life, including accumulation, distribution, and preservation. Devin holds a Bachelor's Degree from Westminster College and the Personal Investment Advisor (PIA) designation. She is engaged in professional and community organizations such as the United Way Bridges Society and the United Way Women's Leadership Council. Devin devotes time to volunteering within the Pittsburgh community and emphasizes the importance of understanding clients' life priorities to create meaningful and effective financial strategies. Outside of her professional work, Devin enjoys cooking, spending time with her family, and traveling.
Jason K
Series 66
Upper Saint Clair, PA
Merrill
Jason Kollar is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has 25 years of experience working exclusively as a financial advisor, supporting executives and families through wealth management strategies, retirement planning, executive compensation, divorce transition planning, and managing new wealth. Jason also provides access to Bank of America Private Bank services including trust, estate planning, credit, and lending, and collaborates with clients’ external attorneys, accountants, and other advisors to coordinate comprehensive financial and legacy plans. Jason holds a bachelor’s degree from Geneva College and has earned multiple professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His expertise has been recognized through inclusion on the 2022 Forbes Best-in-State Wealth Advisors list. Born and raised in Bentleyville, Pennsylvania, Jason lives on a 40-acre farm where he enjoys spending time with his family. He is married with three children and holds a pilot’s license. His personal interests include golfing, hunting, fishing, gardening, bowling, cooking, and skiing.
Scott M
Series 63, Series 66
Upper Saint Clair, PA
Merrill
Scott Maidman is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined Merrill in 2007 and holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation awarded by the Certified Planner Board of Standards, Inc. Scott is also a qualified Portfolio Manager, providing discretionary management of personalized and defined investment strategies that may include individual stocks and bonds, model portfolios, and third-party investment strategies. Scott’s client focus areas encompass education planning, equity compensation services, family wealth management strategies, legacy planning, new wealth management, personal retirement planning, portfolio management, individual and corporate investment strategies, tax minimization, and retirement income. He earned a Bachelor of Science degree in Finance from Kent State University and a Master of Business Administration in Corporate Finance from Robert Morris University. Outside of work, Scott spends time attending youth sporting events for his children. His personal interests include adventure sports, football, golfing, ice hockey, and skiing.
Christian K
Series 63, Series 65
Upper Saint Clair, PA
Merrill
Christian Kelly is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. He is a managing partner of The Kelly Group, where he focuses on helping clients grow and preserve their wealth through personalized strategies in investment selection, portfolio design, and risk management. Christian leverages resources across Merrill Lynch and Bank of America to support clients with various financial needs, including lending, small business, and everyday banking, complementing their broader financial plans. Christian holds multiple professional registrations and designations, including FINRA Series 7, 63, 65, and 79 licenses, an insurance license, the Certified Plan Fiduciary Advisor® (CPFA®) designation, Chartered Financial Consultant® (ChFC®), Chartered Retirement Planning Counselor™ (CRPC™), and is a Retirement Accredited Financial Advisor (RAFA). Prior to his current advisory role, he gained technical experience in Merrill Lynch’s investment banking division in New York City, working in mergers and acquisitions, capital raising, and company valuation. Christian earned a bachelor's degree in Economics, graduating Magna Cum Laude from Claremont McKenna College with the Robert Day Scholarship. Christian resides in Pittsburgh and is engaged in community ethics initiatives. His personal interests include boating, skiing, swimming, tennis, traveling, and watching movies.
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Top 30 financial advisors of 572 near 15330
Out of 400,000+ nationwide