About Summit - David Guttery
Is an investment advisory representative, and holds the designations of Registered Financial Consultant, Registered Financial Specialist, and Chartered Asset Manager. He is also a member of the American Academy of Financial Management. He is a 1991 graduate of the University of Alabama, and is the President of The Keystone Financial Group, in Trussville, Alabama, which is affiliated with Nowlin and Associates in Birmingham.
David has been in practice for 24 years, with a distinctive focus on the management of retirement assets for the production of durable income.
David serves Ameritas as the co-chairperson of the Field Advisory Cabinet, annuity sub committee, and achieved the Inner Circle production club level in 2008, 2012, 2013, and 2015.
David is the Director and founder of the Trussville Recreational Youth Sports Foundation (TRYS Foundation), and has also coached youth league basketball in Trussville for 12 years. He is a past chairman of the Clearbranch United Methodist Church finance committee, and former member of the United Methodist Church Conference Committee of Finance.