David Tippets
Regional Vice President, Nonqualified Plans
- Role
- Regional Vice President, Nonqualified Retirement Plans at Newport
- Location
- Heber City, UT, US
- LinkedIn followers
- 500 followers
About David Tippets
With over 30 years of experience in the larger retirement plan industry, I specialize in nonqualified retirement plans, 401(k) plans, 403(b) plans, DB plans, SERPS, COLI, and executive compensation. As Regional Vice President at Newport, I focus on providing tailored nonqualified and executive benefit solutions for corporate clients in the Western United States. My expertise lies in NQDC retirement plans, combined with a deep understanding of executive pay structures and strategies. I am committed to helping organizations address the unique financial needs of their leadership teams through bespoke retirement plans.
Experience
Regional Vice President, Nonqualified Retirement Plans
May 2023 — Present · Heber City, UT, US
Nonqualified Retirement Plan Expert and Wholesaler for the Western States.
Education
Brigham Young University
Bachelor's degree
Skills
- Series 63
- Public Speaking
- Sales Management
- Retirement
- Retirement Plan Consulting
- Mutual Funds
- Retirement Planning
- Consultative Selling
- Series 7
- Investment Advisory
- 401k
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