David Stewart Email & Phone Number
Executive Vice President @ Summit Financial Group, Inc.
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David Stewart Location
- Tyler, TX, US
David Stewart Work
- 2021 -now Executive Vice President @
- 2025 -now Member Board of Directors @
- 2017 -2021 Financial Sales Consultant @
- 2009 -2017 Agency Training Specialist @
- 1994 -2009 Senior Partner @
David Stewart Education
- Stephen F. Austin State University
Bachelor’s Degree (Accounting and Finance)
1987-1989
David Stewart Skills
- Recruiting
- Sales Management
- Life Insurance
- Retirement Planning
- IRAs
- Wealth Accumulation
- Wealth Transfer
- Annuity Sales
- Mutual Funds
- Long Term Care Insurance
- Securities
- Training Delivery
- Sales Process Implementation
- Term Life Insurance
- Whole Life Insurance
- Variable Life
- 401k Rollovers
- Executive Compensation Planning
- Disability Insurance
- Non-Qualified Deferred Compensation
- Health Insurance
- Coaching
- Curriculum Development
- Insurance
- Management
- Public Speaking
- Sales Coaching
- Sales Process
- Universal Life
- Voluntary Employee Benefits
- Long-term Care
- Qualified Retirement Plans
- College Savings Plans
- Roth IRA
- Retirement Savings
- Sales
- Variable Annuities
- Retirement Income Strategies
- Retirement Plan Consulting
- Rollovers
- Education Funding
- Coaching & Mentoring
- Life & Health Insurance Licenses
- Permanent Life Insurance
- Process Improvement
- Regulatory Compliance
- Securities Regulation
- Strategic Partnerships
- Strategic Planning
David Stewart Summary
- David Stewart, based in Tyler, TX, US, is currently a Executive Vice President at Summit Financial Group, Inc.. David Stewart brings experience from previous roles at Cars for Kids™, Allstate, State Farm ® and New York Life Insurance Company. David Stewart holds a 1987 - 1989 Bachelor’s Degree in Accounting and Finance @ Stephen F. Austin State University. With a robust skill set that includes Recruiting, Sales Management, Life Insurance, Retirement Planning, IRAs and more. David Stewart has 2 emails and 2 mobile phone numbers on RocketReach.
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