David Stitt Email & Phone Number
Senior Financial Advisor @ Curry Webb Wealth Management
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David Stitt Location
- Indianapolis, IN, US
David Stitt Work
- Senior Financial Advisor @ (February 2024 - Present)
- Officer and Investment Executive @ (April 2022 - August 2023)
- Financial Advisor @ Horizon Planning Group (July 2017 - January 2021)
- Financial Advisor @ The Wellington Group LLC (July 2017 - November 2019)
- Financial Advisor @ Independent (June 2015 - July 2017)
- Ecommerce Sales Consultant @ TBA (July 2015 - April 2016)
- Financial Advisor @ Heritage Wealth Advisors (May 2015 - June 2015)
- Sr. Vice President - Investments @ (April 2004 - May 2015)
- Asst. Vice President - Financial Advisor @ Piper Jaffray (December 2000 - January 2004)
- Financial Advisor @ (September 1991 - December 2000)
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, Horizon Planning Group, The Wellington Group LLC and Independent. 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
David Stitt
Senior Financial Advisor
Indianapolis, IN, US
Rob Curry
Senior Financial Advisor and Partner
Indianapolis, IN, US
Jennifer Keene
Director of Client Services and Office Manager
Indianapolis, IN, US
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