David Stitt Email & Phone Number
Senior Financial Advisor @ Curry Webb Wealth Management
5 free lookup(s).
David Stitt Location
- Indianapolis, IN, US
David Stitt Work
- 2024 -now Senior Financial Advisor @
- 2022 -2023 Officer and Investment Executive @
- 2021 -2022 Financial Advisor @
- 2017 -2021 Financial Advisor @ Horizon Planning Group
- 2017 -2019 Financial Advisor @ The Wellington Group LLC
- 2015 -2017 Financial Advisor @ Independent
- 2015 -2016 Ecommerce Sales Consultant @ TBA
- 2015 -2015 Financial Advisor @ Heritage Wealth Advisors
- 2004 -2015 Sr. Vice President - Investments @
- 2000 -2004 Asst. Vice President - Financial Advisor @ Piper Jaffray
- 1991 -2000 Financial Advisor @
David Stitt Education
- Western Washington University
Bachelor of Arts (B.A.) (Business Administration / Finance)
1987-1990 - University of Puget Sound
(Business)
1984-1985
David Stitt Skills
- Modern Portfolio Theory
- Banking
- Facets
- Planning
- Public Speaking
- Retirement Income Planning
- Retirement Income Strategies
- Tax Planning
- Insurance
- Technical Analysis
- Retirement Planning
- Sales
- Financial Planning
- Withdrawals
- Snow
- Portfolio Management
- Assistants
- Reviews
- Investments
- Large Groups
- Finance
- 401k
- Asset Allocation
- Deposits
- Financial Services
- Spreads
- Equities
- Guitar
- Charitable Giving
- Investment Strategies
- Diversification
- Investors
- Account Revitalization
- Risk Management
- Marketing
- New Business Development
- Tobacco
- Credit
- Training
- Liquidation
- Options Strategies
- Portfolio Risk
- Bond Markets
- Customer Service
- Flexible Schedule
- Succession Planning
- Credit Management
- Executive Compensation Planning
- Compensation
- Capital
- Income
- Investment Management
- Tax Strategies
David Stitt Summary
- David Stitt, based in Indianapolis, IN, US, is currently a Senior Financial Advisor at Curry Webb Wealth Management. David Stitt brings experience from previous roles at Fifth Third Securities, ARGI Financial Group, Horizon Planning Group and The Wellington Group LLC. David Stitt holds a 1987 - 1990 Bachelor of Arts (B.A.) in Business Administration / Finance @ Western Washington University. With a robust skill set that includes Modern Portfolio Theory, Banking, Facets, Planning, Public Speaking and more. David Stitt has 1 emails and 2 mobile phone numbers on RocketReach.
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Top Curry Webb Wealth Management Employees
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Senior Financial Advisor
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Jennifer Keene
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Indianapolis, IN, US
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