Capital Guardian, LLC, Adds Pittsburgh's Senior Wealth Management

PITTSBURGH, May 11 /PRNewswire/ -- Capital Guardian, LLC, announces the addition of Senior Wealth Management in Pittsburgh under the direction of President/Senior Portfolio Manager Andy Dlinn, CHA®. The office is located at 555 Grant Street, Suite 317. Dlinn has been a financial advisor since 1993, most recently with GunnAllen Financial and previously with Prudential/Wachovia Securities.

Of the new relationship with Capital Guardian, Dlinn says, "Thus far, Capital Guardian has met and exceeded all of our needs.  The transition has been flawless and makes me believe they will work hard with and for us in the future. The leadership team is enthusiastic, energetic and committed to success. I look forward to our successes together."

Dlinn added that the specific reasons he chose Capital Guardian were their relationship with Pershing, the access to discretionary portfolio management and overall better service from Capital Guardian's advisor relationship team. Dlinn is a fee-based, discretionary portfolio manager who personally manages his clients' portfolios.

"My ultimate goal is to support my clients as they face the financial challenges of educating children, reducing taxes, arranging a comfortable retirement and developing an estate plan that preserves what they have achieved for future generations. My new relationship with Capital Guardian will make the process easier for me and my clients," said Dlinn.

"Capital Guardian is very happy to expand our presence into such a great city.  We are looking forward to working with Andy and growing our presence in Pittsburgh," adds Tony Montanari, CIMA®, Director of Business Development.

About Senior Wealth Management – For more information, please visit www.myseniorwealth.com or call 412.562.2220.

About Capital Guardian, LLC - Capital Guardian, LLC, is a rapidly growing regional investment firm with 20 offices predominantly on the east coast.  Capital Guardian, LLC, believes in building a strong relationship between the client and the financial advisor. Open architecture is very important to this relationship because Capital Guardian believes that the advisor should have the freedom to focus solely on the financial goals of their clients. More information on Capital Guardian is available at www.capitalguardianllc.com.

SOURCE Capital Guardian, LLC

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