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Our purpose
Keystone Financial Group focuses on helping you maximize your future financial standing. We can assist you in savings and wealth management plans that are right for you and your current financial status. Most of all, we ensure you a level of customer service and interaction that is genuinely personable.
Mission statement
“Build long lasting relationships upon foundations of trust which are focused upon the best interests of the client, for the attainment of their financial goals that embody ethical and industrial standards without compromise.”
accomplish the objective
Our Philosophy
Objective driven strategies are about the achievement of goals, and not only about the making of money. This implies a balance of risk with other factors such as tax advantaged thought, time, and the characteristics of products that may be most suitable for you and the application at hand. The goal is to accomplish the objective, while following the path of least resistance.
accomplish the objective
Keystone Financial Group Overview
Investment advisory and financial planning services of the Keystone Financial Group are provided by David R. Guttery, RFC, RFS, CAM. Other professional services beyond the scope of Keystone Financial Group are available through a resource network of professionals. The resource network is comprised of independent professionals, each having a distinctive competency in their respective fields and firms. David routinely works with these, and other financial professionals with whom his clients may already have an established relationship. When no such relationships exist, clients are encouraged to make inquiries of multiple professionals that might provide a given service. Ultimately, that choice should be made by the client, as a function of competency, trust, and comfort.
David R. Guttery
Keystone Financial Group
President/Founder
As President and Founder of Keystone Financial Group, David’s goal is to design, implement, and monitor the financial road map between today and tomorrow, each being individually tailored to the client, and focused upon the efficient achievement of their goals.
Seth J. Edgil
Keystone Financial Group
Financial Advisor
Seth Edgil, a seasoned financial advisor with a devotion to helping others has joined Keystone Financial Group in Trussville. He graduated from UAB in 2015 with a Bachelor of Science degree in Finance and has since worked with Equitable for 7 years, gaining invaluable experience in the field.
Meredith White
Keystone Financial Group
Director of Marketing & Manager of Client Services
Meredith helps to keep our clients well informed and educated about our current news and processes. She is well versed in the financial industry due to experience from a previous broker-dealer and has an extensive professional background in marketing.
Veronica Hebert
Keystone Financial Group
Administrative Assistant
Veronica recently joined the Keystone team in 2022. Veronica is originally from Louisiana but moved to Alabama in 2006 after Hurricane Katrina. Veronica has an enthusiastic spark for life that was likely sparked by being a pediatric bone cancer survivor.
Jessica McMillen
Keystone Financial Group
Client Service Assistant
deerfotins.com
(205) 655-1020
Jessica became a part of Keystone in the fourth quarter of 2023, bringing with her over a decade of experience from her tenure at an engineering firm. Her role involves managing day-to-day client service tasks, scheduling, and meeting preparation. Currently residing in Trussville with her husband, Jessica is a dedicated mother to four children, spanning ages 7 to 19.
Kelley Daniels
Stone, Avant, Daniels
CPA
stoneavant.com
(205) 870-9898
Kelley is a native of Calhoun County, Alabama and a graduate of Jacksonville State University and the University of Alabama at Birmingham. She has practiced as a CPA for over 30 years assisting small businesses and individuals with accounting and tax needs.
Gary McCullough
Method Mortgage
Loan Officer
methodmortgage.com
(205) 705-1650
Gary has over 15 years of mortgage experience and is committed to providing a high level of service throughout the entire mortgage process. He is a lifelong Birmingham, Alabama resident who enjoys the outdoors and spending time with his family.
Bill Stuman
Deerfoot Insurance Agency
Owner/Agent
deerfotins.com
(205) 655-1020
Deerfoot Insurance Agency is an independent agency with the ability to utilize different providers to meet their customer’s unique insurance needs. They have served families, individuals and busi-nesses in central Alabama since 2001. Owner Bill Stuman lives in Springville with his wife, Meleigha and son Grant.
