David R. Pittman, CLU®, ChFC®

David R. Pittman, CLU®, ChFC®

Financial Advisor, Financial Services Representative

Domicile State: AL

Strategic Financial Partners

1101 22nd Street South

Birmingham, Alabama 35205

Phone: 205.439.8901

dpittman@strategicfinancialpartners.com

 


Qualifications

» Licensed to sell Life and Health Insurance in AL, FL, GA

» Registered to offer securities products in AL

» New England Financial Leaders Conference Qualifier (1976 - 2001, 2003)

» Lifetime Member of the Million Dollar Round Table

 

Products and Services

» Fixed Annuities

» Variable Annuities

» Charitable Giving Strategies

» Estate Conservation Strategies

» Education Funding Strategies

» IRA Consolidation/Rollovers

» Long-Term Care Insurance

» Pension Payout Alternatives

» Pension Transfer/Rollovers

» Mutual Funds

» Tax Sheltered Annuities, 403(b) Plans

» Term Insurance

» Universal Life Insurance

» Variable Universal Life Insurance

» Whole Life Insurance

» Retirement Planning

» Employee Benefits

» Asset Allocation

 

Personal

» Long-time resident of Mountain Brook, AL

» Graduate of Washington & Lee University

» Wife Dede; daughters Carrie and Leslie

» Hobbies: Golf, Reading, Travel, Fly Fishing

 

Organizations

» United Way

» The Board of Baptist Hospitals (Past)

» Advisory Board of UAB (Past)


                                                                                                                                                 

 

Phone 205.439.8901