DiNuzzo Wealth Management: At A Glance

As of December 31, 2019

31st

Year in Business in

Southwestern Pennsylvania

$780M

Assets Under Management

* CFP: 4
* CPA: 1
* PFS: 1
* ChFC: 4
* AIF: 7
* AAMS: 1
* MBA: 3
* MSTx: 1
* MSFP: 1

Credentials & Designations

* CLICK HERE FOR DISCLOSURE INFO

147

Years of Combined Wealth Advisor Experience

33

States are Home to

DWM Clients

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"Front Stage"

P. J. DiNuzzo
Founder, President, Chief Investment Officer

Mark S. DiNuzzo
EVP, Principal, Financial Wellness LifeCoach, Risk Management Team Leader

Carl J. Hartman
SVP, Principal, Financial Wellness LifeCoach, Senior Investment Officer

Michael V. DiNuzzo
SVP, Principal, Financial Wellness LifeCoach, Risk Management Team Leader

Robert F. Graham
VP, Financial Wellness LifeCoach

Jacob R. Potts
VP, Financial Wellness LifeCoach, Trade Team Leader

Leslie D. Taylor-Neumann
VP, Financial Wellness LifeCoach, Wealth Planning Team Leader

Jennifer B. Reddinger
VP, Financial Wellness LifeCoach, Wealth Planning Team Co-Leader

Andrew C. Pursel
VP, Financial Wellness LifeCoach, Wealth Planning Team Co-Leader

Kenneth M. McDaniel
VP, Financial Wellness LifeCoach, Tax Team Leader

"Back Stage"

Jackie M. DiNuzzo
Senior Compliance Officer, Human Resource Manager

Lisa A. Faulkner
Senior Client Service Specialist

Phyllis M. Nutz
Administrative Assistant

Terri S. Tepsic
Executive Assistant

Cliff Smith
Director of IT

Brooke C. McMaster
Senior Client Service Specialist

Rose M. Dessler
Compliance Officer, Human Resource Manager

Ken W. Aikens
Client Service Specialist

Keri M. Ronacher
Portfolio Reporting Manager

Renee J. Foody
Administrative Assistant

Denise A. Lyons
Bookkeeping Manager

Nicolas A. DiNuzzo
Marketing Manager

Pittsburgh All-DFA Index Portfolio & Retirement Income Planning Firm

© 2020 P. J. DiNuzzo. All rights reserved.