David Giertz is hammering home the point of Social Security at his firm. He is aware that Social Security is an important part of a retirees financial package. Giertz has a great deal of knowledge on the subject and wants his constituents to pay close attention to the details that go along with Social Security. David has noticed an alarming trend with agents not briefing their clients on Social Security. Financial Advisors tend to look past Social Security when counseling their clients because there are more than 2700 rules that need to be explained within the Social Security ledger. However, Giertz has done official studies which show that retirees are leaving the agency if they feel their advisors are not knowledgeable about social security. Social Security is a very sensitive matter and retirees stand to lose a great deal of money if they do not apply the benefit properly. This is why it is important for advisors to be thoroughly trained on the topic.
David Giertz has a great deal of experience in the financial services industry. He has worked in the field for more than 30 years and applies a high level of strategy that promotes profitable growth. Giertz was the President of Nationwide Financials Sales and Distribution Organization where he pushed company from 11 billion to 17.8 billion dollars in revenue. Giertz continuously exceeded expectations at the position and offered wholesale strategy to the private sector as well as mutual foreign funds and annuities through banks. Giertz is a highly seasoned business coach who led the Financial Institutions Bank Channel to acquire the Warehouse Distribution Bank Channel in 2009.
David Giertz became a member of the Nationwide team in 1999. He took on the role of Regional Vice President. David’s offices were based in Miami Florida when he raised the revenue by 40% in his territory. David had a region that covered seven states as well as Puerto Rico. Giertz worked at Citigroup before joining Nationwide. He was there for 10 years and began as a Financial Services Advisor. David went on to become an Area Director. He then graduated to the position of Executive Vice President.
David Giertz is a prominent figure in the community. He works with organizations such as the Board of Trustees at Millikin University and the Budget and Finance Committee at Millikin University. He is a standing board member of the Girl Scouts Broward County.
David Giertz has an excellent educational background with degrees from the University of Miami and Millikin University.