
David T. Shortemail
1050 Crown Pointe Parkway Suite 1800
Atlanta, GA 30338
Professional Story
I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and most importantly, future needs.
Languages:
- English
Specialties:
- Insurance Strategies
- Investment Strategies
- Business Owners
- Retirement Income Planning
- Estate Planning
- Business Succession Planning
- College Funding Strategies
- Group Benefits
- Risk Management Strategies
Check the background of this investment professional on FINRA’s BrokerCheck
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