Professional Summary
Professional Overview
David Jutovsky is an experienced Wealth Manager at Financial Solutions Advisory Group, where he specializes in providing comprehensive financial planning and investment management services to high-net-worth individuals and families. With a strong background in wealth management, investment advisory, and tax planning, David leverages his expertise to help his clients achieve their financial goals and optimize their long-term wealth.
Experience Summary
Current Role
As a Wealth Manager at Financial Solutions Advisory Group, David is responsible for developing personalized financial strategies, managing investment portfolios, and providing tax-efficient planning solutions. He collaborates closely with clients to understand their unique financial circumstances, risk profiles, and long-term objectives, then designs and implements customized wealth management plans to address their specific needs.
Career Progression
Prior to joining Financial Solutions Advisory Group, David held several senior-level positions in the financial services industry. He spent 15 years as an Investment Advisor at Leonetti & Associates, Inc., where he advised high-net-worth clients on investment strategies, asset allocation, and wealth preservation. Earlier in his career, David served as a Director at RSM McGladrey, where he provided tax planning and compliance services to businesses and individuals, and as a Tax Manager at CSMG Sports, where he specialized in tax optimization for professional athletes and sports organizations.
Academic Background
David holds a Bachelor of Science degree in Accounting from the University of Illinois at Urbana-Champaign. He is a Certified Public Accountant (CPA) and a Certified Financial Planner™ (CFP®), demonstrating his commitment to maintaining the highest standards of professional excellence and ethical conduct.
Areas of Expertise
- Comprehensive wealth management and financial planning
- Investment portfolio design and management
- Tax planning and optimization
- Retirement planning and income distribution strategies
- Estate and legacy planning
- Risk management and insurance solutions
Professional Impact
Throughout his career, David has played a pivotal role in helping his clients achieve their financial goals. He has a proven track record of delivering personalized, holistic financial strategies that have consistently generated positive outcomes for his clients. David's dedication to staying current with industry trends and regulations, as well as his ability to provide exceptional client service, have earned him a reputation as a trusted advisor in the wealth management community.
Conclusion
With over 25 years of experience in the financial services industry, David Jutovsky is a seasoned Wealth Manager who is committed to helping his clients navigate the complexities of wealth management and achieve their long-term financial objectives. His comprehensive approach, technical expertise, and unwavering client focus make him a valuable asset to the Financial Solutions Advisory Group and the clients he serves.
