GBS Retire, based in Salt Lake City, Utah, and an affiliate of national brokerage firm, Leavitt Group, has had a recent addition to their team, David Todd.
Todd, who has joined GBS Retire as a financial advisor, brings 17 years of experience in the financial industry. He specializes in helping clients with all aspects of their financial needs, from retirement and college planning to all types of insurance and investments. He is passionate about making a difference in people’s lives and helping them achieve their financial goals and dreams.
Todd shared, “I have been astounded by the team at GBS and Leavitt! They have made me feel welcomed and included, and I am eager to put forth my highest effort to meet the exceptional levels of excellence and professionalism for our clients that they’ve set as a standard.”
GBS Retire was created to improve the quality of an employer benefits package by focusing on the retirement plan and how its success affects the employee’s overall results. Employee engagement and retirement readiness have never been more critical in the retention and recruiting of talented employees. Our philosophy is that each employee deserves the opportunity to retire healthy and with dignity.
As a leading retirement plan consulting firm, GBS Retire offers a complete suite of services to both plan sponsors and individual investors. This approach is built on an incredibly strong partnership between our team and the clients we serve.
“We’re excited to have David join our team at GBS Retire. He will be an integral part in our goal to help as many people retire with dignity as possible. His experience and expertise will allow us to reach more employees.” Taylor Dance, managing director at GBS Retire.
If any questions about this new affiliation, please contact GBS at 801-364-7233 or email@example.com
Leavitt Group is one of the largest privately-held insurance brokerages in the nation with over 250 locations across 26 states. Leavitt Group agencies have the unique flexibility of local owners and provide a consultative approach to commercial insurance, employee benefits, and personal insurance. With over 70 years in the insurance industry, Leavitt Group brings national strength and local trust to the communities and clients they serve. For more information about Leavitt Group, please visit www.leavitt.com.
GBS, a Leavitt Group company, is a full-service consulting firm. They serve over 2,000 clients in the public and private sectors, ranging from start-ups to international organizations. They believe offering employee benefits goes beyond providing a healthcare plan. It’s investing in the people that make your company great. And it’s working with a team that will go above and beyond to support your company, understand your culture, and meet the needs of your people. For more information about GBS Benefits, visit http://www.gbsbenefits.com/