Deferred Income

ABOUT THE AUTHOR

DAVID STUBBLEFIELD, CFP ® , CDFA ® Senior Financial Planner Commerce Trust Company

David is a financial planner with The Commerce Trust Company. He is a member of the financial advisory services team, a dedicated financial planning practice within Commerce Trust that provides objective financial advice to clients. Following a thorough assessment of a client’s unique situation and thoughts regarding wealth, David develops holistic and coordinated plans to help clients meet their short-term and long-term goals as well as take full advantage of various planning, tax, and investment strategies along the way. His areas of focus include planning for financial independence, retirement, divorce, executive compensation, estate preservation, and business succession. David joined Commerce in 1995 and has held positions in private banking, credit analysis, commercial business development, and retail sales. David received his bachelor of science degree in business administration from Southeast Missouri State University. He holds both the CERTIFIED FINANCIAL PLANNER ™ and Certified Divorce Financial Analyst ™ designations. Additionally, David is a member of the Financial Planning Association and the Institute for Divorce Financial Analysts.

Wealth | Investments | Planning Commerce Trust Company 1-855-295-7821 | commercetrustcompany.com NOT FDIC INSURED | MAY LOSE VALUE | NO BANK GUARANTEE

Commerce Trust Company is a division of Commerce Bank.

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