Adam Davidson is a Director and CFP® Practitioner with Baird. Adam began his tenure with Hefren-Tillotson in the financial planning department. There he quickly advanced to Director of Financial Planning before launching his career as a full-time financial advisor.
Adam is a 1996 graduate of Grove City College, earning his Bachelor of Science Degree in Business Management with concentrations in Financial Management and Communications. Today, Adam and Justin work together to provide clients with retirement transition solutions and non-profit organizations with endowment fund management expertise. Adam is also an active member of the Financial Planning Association (FPA) and the Estate Planning Council (EPC) of Pittsburgh.
Outside of the office, Adam is an avid soccer fan and chess enthusiast who appreciates a good game. He and his wife, Patty, enjoy traveling and volunteering their time with local non-profit organizations such as Lutheran Service Society. Adam and Patty reside in Marshall Township and attendMonaca United Methodist Church.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.