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Carrie Coghill, CFP®, AIF®
President/CEO

As a registered representative and Investment Adviser Representative of Commonwealth Financial Network® (member FINRA/SIPC, a Registered Investment Adviser), licensed insurance agent, Carrie counsels clients in the areas of investment management, retirement planning, and estate planning. With her AIF® designation, Carrie also assists businesses with implementing proper fiduciary practices, policies, and procedures.

Carrie is among the nation's leading advisors. For more than a quarter century, she has been recognized for her outstanding achievements and positive impact on the financial industry both nationally and in the western Pennsylvania region. Carrie conducts workshops on a recurring basis and participates in forums to educate the public, as well as other financial advisors, about investments and financial planning. She is known for always taking the “consumer advocate” approach.

Carrie began her career with Shearson Lehman Brothers and Butcher & Singer, Inc. In 1987, she joined Bill Few Associates, where she and David Root, Jr. developed an innovative team concept for establishing and maintaining client relationships. She also co-founded D.B. Root & Company, a family wealth management firm established in 1994 and based in Pittsburgh, Pennsylvania.

Industry Honors
  • 2011 America's Top 50 Independent B/D Women Advisors
    Registered Rep Magazine – 2012

  • Top 50 Most Influential Women in Wealth Management
    Wealth Manager Magazine – 2009, 2010

  • America’s Top 100 Independent B/D Advisors
    Registered Rep Magazine – 2010, 2011

  • 2010 Barron’s Top 1,000 Advisors
    State-by-State Round-Up (28th in Pennsylvania)

    Barron’s Magazine – 2010

  • 2014 "FIVE STAR Professional" Wealth Manager
    Pittsburgh Magazine – 2009, 2010, 2011, 2012, 2013, 2014

  • Top 25 Women in Business
    Pittsburgh Business Times – 2009

  • America’s Top 100 Financial Advisors
    Barron’s Magazine – 2004, 2005, 2006, 2007, 2008, 2009, and 2010

  • “Winner’s Circle” member (since 2005)
    Research Magazine

  • Recognized as one of the “Top 50 Women in Business” by the city of
    Pittsburgh and the state of Pennsylvania – 2005

  • Featured in the book The Winner’s Circle IV: Wealth Management Insights from
    America’s Best Financial Advisors
Publications
  • The Newlyweds’ Guide to Investing & Personal Finance
  • What’s Your Investing IQ?
  • Getting Started in 401(k) Investing
Media Appearances
  • Regular contributor to Wall Street Week, an online publisher of investment news from nationally recognized financial advisors
  • Cohosted the consumer education television show Financial Planning, on Pittsburgh’s NBC affiliate, WPXI-TV
  • Regular appearances on CNBC, WPXI News, PCNC's Night Talk, and other local and national television programs
  • Regular contributor to the Pittsburgh Business Times, Pittsburgh's source for local business news
  • Featured in the Wall Street Journal, Investor’s Business Daily, USA Today, BusinessWeek, Money Magazine, Pittsburgh Post-Gazette, Dow Jones, Forbes.com, Pittsburgh Magazine, Woman’s Day, and Working Mother; recurring contributor to Physician’s News Digest

    Education/Industry Designations

    • Bachelor’s degree from Robert Morris University, majoring in organizational studies and finance
    • For her distinguished record of service and accomplishment, Robert Morris University honored Carrie with their 2009 Heritage Award
    • CERTIFIED FINANCIAL PLANNER™ practitioner
    • Accredited Investment Fiduciary® professional 
    • Member and past president for the Pittsburgh chapter of the Financial Planning Association (FPA)
    • Vice chairman of Economics Pennsylvania
    • Member of Financial Service Institute's (FSI) 2011 Financial Advisor Council

    Community Service

    • Robert Morris University board member
    • Magee Women's Research Institute and Foundation board member
    • Co-chair of Robert Morris University's Womens Leadership Group
    • Co-chair of the State Board of Directors, Economics Pennsylvania

     

    Chairman's Level
    Carrie Coghill is proud to have been recognized as a Chairman’s Level advisor for 2013—a distinction attained this year by just 3 percent of advisors affiliated with Commonwealth Financial Network.




    "2011 Top 50 Independent Broker/Dealer Women Advisors" were ranked by total client brokerage and advisory assets as of Nov. 1, 2011. Only advisors for whom a majority of assets correspond to retail clients were eligible for the list. Registered Rep utilized third-party research groups and broker/dealer nominations to compile the results. "Top 50 Most Influential Women in Wealth Management” was based on qualitative factors chosen by Wealth Manager Magazine: leadership, innovation, entrepreneurship, business acumen, community service, and dedication (assets under management not criterion). “Top 25 Women in Business” by Pittsburgh Business Times recognizes women in the Pittsburgh region for their dedication to business growth, professional accomplishments, and community involvement. “2010 Top 1,000 Financial Advisors (state-by-state round-up)” and annual “Top 100 Financial Advisors” awardees were chosen by Barron’s Magazine criteria: assets under management, firm’s revenues and profits, regulatory record, and quality of customer service. “Winner’s Circle” is an organization independent of the firms involved and does not receive compensation from the more than 100 participating firms or their affiliates, financial advisors, or the media in exchange for ranking purposes. The Winner’s Circle team vetted each nominated advisor through a host of quantitative and qualitative standards, including assets managed, revenues, experience levels, compliance records, discussion with management, and more. The Winner’s Circle focuses on customer satisfaction and client retention. Portfolio performance was not criterion.  “Top 100 Independent B/D Advisors” was spearheaded this year by Discovery, an online database of financial service intermediaries published by the Financial Information Group of Shrewsbury, New Jersey. Discovery has created a proprietary methodology for ranking FINRA registered representatives. In this list, the advisors were ranked by assets under management using the Discovery-RR database system. Discovery maintains data on the registered rep universe, then validates the ranking via direct survey.  "Top 50 Women in Business", 2005 by the city of Pittsburgh and the state of Pennsylvania were selected based on candidates dedication to business growth, professional and personal accomplishments, community involvement and advocacy for women in business.  2011 Five Star: Based on 9 criteria including; customer service, integrity, knowledge/expertise, communication, value for fee charged and overall satisfaction. 2012, 2013 and 2014: Based on 10 objective eligibility and evaluation criteria including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, fulfillment of firm's internal review, accepts new clients, client retention rates, client assets administered, number of client households, education and professional designations. These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.

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