Canonsburg, PA Office

Team
Updated today

Client AUM

$6,150,066,127

Clients

3,056

Advisors

3

Of 37 advisors across 10 offices

Location

1500 Ashwood Drive, Suite 1504

Canonsburg PA 15317

Advisors at this office

3

Advisors at this office

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Douglas W

CFP®, Series 65, Series 63

Canonsburg, PA

Carnegie Investment Counsel

Douglas Warzinski is a financial advisor at Carnegie Investment Counsel with 11 years of industry experience. He holds the CFP® designation and Series 65 and 63 licenses. His prior experience includes roles at PNC Investments and Fi360, Inc. Carnegie Investment Counsel offers investment supervisory services, financial and retirement plan advice, and financial planning to a wide range of clients, including individuals, high net worth clients, pension and profit-sharing plans, and nonprofit organizations. The firm employs diverse analytical approaches and provides both discretionary and non-discretionary portfolio management, with additional services tailored to retirement plans and specialized planning needs.

ESG / Sustainable investing Annuities Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Private / alternative investments Founder/Business Owner Retired Consultant Values-based investing
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Kimberly G

Series 63, Series 65

Canonsburg, PA

Carnegie Investment Counsel

Kimberly Gannis is a financial advisor at Carnegie Investment Counsel with 15 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Carnegie Investment Counsel since 2015. Carnegie Investment Counsel provides investment supervisory services, financial and retirement plan advice, and financial planning to a diverse client base including individuals, high net worth clients, pension and profit-sharing plans, nonprofit organizations, corporations, government entities, and other investment advisers. The firm employs a range of analytical approaches and may use various trading strategies to align portfolios with client goals, while also offering specialized planning and fiduciary services.

ESG / Sustainable investing Annuities Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Private / alternative investments Founder/Business Owner Retired Consultant Values-based investing
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Michael C

CFP®, Series 65

Canonsburg, PA

Carnegie Investment Counsel

Michael Curry is a CFP® and Series 65-registered financial advisor with four years of industry experience. He is currently with Carnegie Investment Counsel and previously worked at Schneider Downs Wealth Management Advisors, Gateway Private Wealth Management, Helm Financial, and Gateway Financial Group. Outside of his advisory role, Curry serves as Treasurer of the National Eagle Scout Association of Pittsburgh and is a member of the Young Professional Advisor Committee at The Pittsburgh Foundation. Carnegie Investment Counsel provides investment supervisory services and financial planning to a diverse client base, including individuals, high net worth clients, nonprofits, and government entities. The firm employs a variety of analytical approaches and offers discretionary portfolio management, third-party manager oversight, and specialized planning services.

ESG / Sustainable investing Annuities Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Private / alternative investments Founder/Business Owner Retired Consultant Values-based investing
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