David Giertz – Financial Services Innovator

David Giertz is a skilled, inspiring, successful financial advisor who started working at Nationwide in 1999 as Regional Vice President. In March, 2013 he became President of Nationwide Financial Distributor’s, Inc. and has been in the financial services industry for thirty years. As president of the company, he has been a part of much growth in profits, growing from $11 Billion to $17.8 Billion. Before Nationwide, David was at Citigroup for ten years where he served as a Financial Service Advisor, then area director and finally Vice President of Sales.

David has been involved in community organizations as well. The following are some positions he has held: Chairman of Board of Trustees and Chairman of Budget and Finance Committee at Millikin University; Industry Arbitrator with FINRA; and Board of Directors for the Girl Scouts of Broward County and Fort Lauderdale Chamber of Commerce. His degrees include Executive MBA at the University of Miami and Bachelor of Science degree at Millikin University in Decatur, Illinois.

In an interview with columnist Veronica Dagher, David was asked about the concerns of financial advisors not talking to their clients about social security. David said in a Nationwide Financial Retirement Institute survey, advisors weren’t talking about social security to people within ten years of retirement. In a consumer’s survey, he said four out of five people would change advisors if social security wasn’t included. David said, “Social Security is up to forty percent of the planning process and people don’t know when to start taking social security, many starting too early.” He said advisors avoid the topic because of the complexity and not being able to understand the many rules.

David Giertz has helped and will continue to help his company grow in profits because of his innovative skills in the financial planning industry.

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