Dave Giertz is speaking to financial advisors about the importance of counseling clients on Social Security. As the leader of Nationwide, David knows that Social Security as an is an important part of a person’s retirement package. However, the Social Security ledger is very complicated for most people to follow. It contains more than 2700 rules that must be studied and explained to each client properly. Most financial advisors decide to bypass the Social Security aspect of a retirement plan. Doing so may cost a retiree a great deal of money down the road if they implement their social security at the wrong time. David Giertz also noticed that clients are leaving their advisement firms due to disappointment and lack of information. His firm conducted a study that shows customers will decide to pick a new advisor if the current agent is not speaking with them about Social Security.
David Giertz has worked in the finance field for over three decades. His experience level is very well honed and effective for building profitable growth. David was the President of Nationwide Financials Sales and Distribution organization. He assisted in expanding the company from 11 billion to 17.8 billion in revenue during his time there. Giertz regularly surpassed the goals that were set and presented wholesale strategy, annuities, life insurance and private-sector retirement plans.
David Giertz is a business coach who has worked with Financial Institutions Bank channel in 2004. While he was with the channel is grew to acquire Warehouse Distribution channel in 2009. David joined Nationwide in 1999 and assumed the title of Vice President. His offices were based in Miami Florida where David increased revenue by 40%. His area of responsibilities included 7 States plus Puerto Rico.
David Giertz worked with Citigroup previous to his time at Nationwide. He was with the company for 10 years working as a financial services advisor. He eventually moved up to Area Director. Giertz then received a promotion to Executive Vice President of Sales where he continued to exceed corporate expectations.
David Giertz participates in community organizations on a regular basis. He is the Chairman of Board Trustees with Millikin University. David was the Chairman of the Budget and Finance Committee at Millikin University for nine years as well.
David Giertz has an exceptional education that includes an MBA from the University of Miami and a BS from Millikin University.