INFO :Our offices will be closed on Monday, January 21, 2019 in observance of Martin Luther King, Jr. Day. Mobile deposits submitted after 7 p.m. today (Friday) until 7 p.m. Tuesday, will have funds available on Wednesday.
Meet our Team
Deep expertise. A reputation for integrity and unbiased thinking. And an unwavering commitment to client service. These are the qualities that define a Clermont advisor. Our dedication to our clients’ financial well-being means that we value collaboration and transparency. And access to industry-leading fund managers and resources gives us the opportunity to deliver the right advice at the right time. It’s one team focused on your success.
Dave joined Fulton Financial Advisors and Clermont Wealth Strategies in 2007. He has over 20 years of experience in investments and trust banking. Dave came to Fulton Financial Advisors following a career with SunTrust where he served in a variety of positions including Closely Held Business Analyst, Business Development Officer, Manager of Private Client Services, and Corporate Strategies/Mergers & Acquisition-related roles. He earned a BS degree in Accounting from Bob Jones University and his MBA degree from Georgia State University.
Dave became a Certified Public Accountant (CPA) in the state of Georgia in 1987 and Tennessee in 1996. He earned series 7, 63 and 24 securities licenses in 1994, became a Certified Trust and Financial Advisor (CTFA) in 1997, and received the Chartered Financial Analyst designation in 2000. He has been a member of the Advisory Board of the American Bankers Association Wealth Management Conference and co-chaired the Advisory Board of the ABA Private Wealth Management School. Dave is a past Chairman of the ABA National Graduate Trust School and served on the faculty of that school for several years.
Dave is a charter member of the CEB Wealth Executive Roundtable and is a member and past Chairman of the Trust and Wealth Executive Association. Dave serves as a volunteer, board member, or committee chair of several community organizations including the Boy Scouts, the Cleft Palate Clinic, and Bible Visuals International.
Keith P. Aleardi, joined Fulton Financial Advisors and Clermont Wealth Strategies in 2011. He has over 22 years of financial industry experience focusing primarily on the investment management of individual and institutional investment portfolios. He is responsible for leading the investment organization by setting overall investment policy, establishing client portfolio management guidelines and ensuring the delivery of comprehensive investment solutions within Fulton Financial Advisors’ disciplined, client centric approach to wealth management. He speaks publically on the economy and capital markets and is quoted frequently by newspaper and TV media.
Keith received his Bachelor of Arts degree in Economics from Ursinus College and holds a Master of Science degree in Banking and Finance Management from Boston University. He also holds the designation of Chartered Financial Analyst (CFA) and is a member of the CFA Institute and the Financial Analyst Society of Philadelphia.
Sal joined Fulton Financial Advisors in 2003. He has over 30 years of experience in the financial services industry working in business development, private banking, trust administration, trust marketing and mutual fund distribution. Beginning in 2008, Sal has led the Wealth Advisory Group within Clermont Wealth Strategies/Fulton Financial Advisors. In that capacity, he was responsible for creating and providing an environment to serve high net worth individuals and their families with a team based approach to financial services. In 2015, he assumed the role of Chief Administrative Officer for Fulton Financial Advisors. In 2016, he became a Business Risk and Compliance Manager for the holding company, Fulton Financial Corporation. In this capacity, he is responsible for the risk and compliance activities of FFA in addition to leading corporate wide projects.
He is active in his home community, having served on the boards of Leadership Harrisburg Area, Concertante, the Central PA Chapter of the Arthritis Foundation and Contact Helpline. Additionally, he is active in supporting the local Boy Scout Troop and serves on the Lower Allen Township Development Authority. Sal earned a BA in Social Sciences from St. Bonaventure University and a J.D. from Syracuse University College of Law.
Kristen joined Fulton Financial Advisors and Clermont Wealth Strategies in 2006. Kristen collaborates with clients and their professionals (attorneys, accountants and insurance advisors) on addressing complex issues such as financial planning, estate planning, and business succession planning.
Kristen received her undergraduate degree (B.A.) from Dickinson College. She earned her law degree from Widener University School of Law and received an LL.M. in Taxation and a Certificate in Estate Planning from Villanova University School of Law. Prior to joining Clermont Wealth Strategies, Kristen practiced law in Lancaster, Pennsylvania for eight years and concentrated her practice in transactional matters, including estate planning.
She currently serves on the Board of Directors of the Lancaster Symphony Orchestra. She has also served on the Board of Directors for CASA (Court Appointed Special Advocates) of Lancaster County and as Chair of the Estate Planning and Probate Law Section of the Lancaster Bar Association. Kristen has also served as faculty for the Pennsylvania Bankers Association School of Trust.
Your dedicated private banker.
One name. One number to call. Your private banker is just a phone call way to help you manage all your banking and financial needs – quickly, expertly, and confidently.
START THE CONVERSATION.
Every client’s story is different. We’re looking forward to hearing yours.
To make an appointment with a Wealth Advisor.