David Guttery

Background

About David Guttery

My comprehensive financial services career began in 1991 after graduating from The University of Alabama, from which I earned a Bachelor of Sciences degree in Commerce and Business Administration, with a major area of study in finance and a minor in socio-economics. Distinctive competencies of my practice include: The creation of financial strategies designed to grow and preserve wealth The production of consistent income The transfer wealth to future generations Business succession planning Investment management Risk management I believe that trust and communication are indispensable elements of a successful financial planning relationship. The financial landscape is ever changing, and each client situation is unique. There are neither universally applicable, nor static plans. I believe that financial planning is a personal and holistic process through which we craft strategies with dynamic thought, and having an emphasis on tax advantages, leverage efficiency, and risk management. In 2006, I founded The Keystone Financial Group in Trussville, Alabama in an effort to better serve my clients. The financial expertise resource group is comprised of two Certified Public Accountants, an estate & probate attorney, business & real estate law attorney, and a property & casualty insurance specialist. My family and I live in Trussville, Alabama. Because community involvement is of great importance, my extra curricular curricular activities include: Trussville Parks and Recreation youth league basketball coach for 13 years Member of the Trussville Chamber of Commerce Trussville Parks and Recreation Board member Chairman - Hewitt Trussville High School Academy of Finance Advisory Board Director - Trussville Recreational Youth Sports Foundation Advisory Board of the Trussville City Schools Foundation United Methodist Church Conference Finance Committee member Past Clearbranch United Methodist Church Finance Committee chairman Past Clearbranch SPRC member