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Brandon Guttery, Financial Advisor, Joins Keystone Financial Group

by David Guttery | Jan 31, 2020 | Articles

Keystone Financial Group, announces their newest team member, Brandon Guttery, as a financial advisor and representative of Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC.  As of January 31, 2020, Brandon Guttery represents Ameritas Investment Company, LLC,...

The SECURE Act and Why it is of Importance to You

by David Guttery | Jan 22, 2020 | Articles, The Keystone

On the first of January, 2020, most of the provisions within the SECURE Act became law. SECURE is an acronym that stands for Setting Every Community Up for Retirement Enhancement. The key provisions of the Act from the standpoint of personal financial planning are:...

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    About

    David is a Registered Financial Consultant, Registered Financial Specialist, and Chartered Asset Manager, and is a member of the American Academy of Financial Management. David is also an Investment Advisory representative of Ameritas Investment Corp. He graduated from The University of Alabama in 1991 with a BS degree in Finance, and began his career with Nowlin and Associates. In July of 2006, David formed The Keystone Financial Group, and relocated his practice to Trussville, Alabama. The focal point of David’s practice is the design of both qualified and non-qualified retirement strategies for small and medium sized corporations. Other areas of practice include the structuring of retirement income, and estate strategies.

    David believes activity to be important within one’s industry and community. He serves the City of Trussville as a member of its Park and Recreation Board, and upon the Advisory Board of the Trussville City Schools Foundation. He coaches youth league basketball, and serves Clearbranch United Methodist Church as its finance committee chairman. He serves Ameritas as a member of its National Field Advisory Committee. David and his family live in Trussville, Alabama. David is a native of Florence, Alabama.

    Full Disclosure

    David R. Guttery and Brandon Guttery are Investment Advisor Representatives.

    Securities and investment advisory services offered solely through Ameritas Investment Company, LLC. (AIC). Member FINRA/SIPC. AIC and Keystone Financial Group are not affiliated. Additional products and services may be available through David Guttery, Brandon Guttery or Keystone Financial Group that are not offered through AIC. Securities products are limited to residents of AL, CA, CT, FL, GA, KS, LA, MN, MS, NC, PA, TN, TX, WV.

    This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your Registered Representative. Read it carefully before you invest or send money.

    A Representative from Keystone Financial Group will contact you to provide requested information. Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.

    Online Resources

    FINRA.ORG

    SIPC.ORG

    FINRA BrokerCheck

    **Securities and investment advisory services are offered solely through Ameritas Investment Company,LLC (AIC), member FINRA/SIPC.
    *** The opinions and views stated in this publication are solely those of David R. Guttery and Brandon Guttery, and should not in any way be considered to be an endorsement by Ameritas Investment Company,LLC.
    **** AIC, Keystone Financial Group, and KeystoneFinGrp.com are not affiliated. Additional products and services may be available through David Guttery or Keystone Financial Group that are not offered.
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