About Us

Our Purpose

To design, implement, and monitor the road map between today and tomorrow, each being individually tailored to the client, and focused upon the efficient achievement of their goals.

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.”

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.

Check the background of Ameritas Investment Corp. or this investment professional on FINRA’s BrokerCheck

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.

Keystone Financial Professional Resources Group (PDF)

David R. Guttery

David R. Guttery

President/Founder

Keystone Financial Group

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.

Meredith White

Meredith White

Director of Marketing & Manager of Client Services

Keystone Financial Group

Meredith helps to keep our clients well informed and educated about our current news and pro-cesses. She is well versed in the financial industry due to experience from a previous broker-dealer and has an extensive professional background in marketing.

See Detailed Profile

Kelley Daniels

Kelley Daniels

CPA

Stone, Avant, Daniels

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. Outside the office, Kelley spends her time with her family traveling and supporting her two sons in their sporting events.

Gary McCullough

Gary McCullough

Loan Officer

Method Mortgage

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

Bill Stuman

Owner/Agent

Deerfoot Insurance Agency

deerfootins.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.

Legal Services

Legal Services

Business and Estate Planning legal service referrals available. Due to regulations of the Alabama Bar Association, we are not permitted to print our resource contact information.  If you are in need of legal counsel, names and contact details are available upon request.

 

Our Process

Gain Understanding

We ask precise questions, so that we may best understand your areas of interest and goals for the future.

Financial Blueprints

We use this information to tailor a financial blueprint, designed to most efficiently bring those goals to fruition.

Product Matching

Keystone will represent to you the financial products through the extensive network of the UNIFI companies.

Ongoing Services

We’ll develop our relationship through services such as monitoring, reporting, and administration.

More Info

Keystone Financial Group is here for you when you need us. Please feel free to fill out the form for general inquiries concerning our products, support, or help with purchasing our products. Thank you for your interest in our services!

Hours of Operation: 8am-5pm M-F

Phone: (205) 655-7526

Address:

8178 Gadsden Highway - Suite 104
TrussvilleAL 35173

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Services Disclaimer 

For those persons inquiring from states where I do not currently hold securities and/or insurance licenses, I cannot transact business in that state nor provide follow-up or individual responses, until after obtaining the appropriate licenses and/or registrations in that state.