Bert Livingston is an independent financial representative of National Financial Services Group in Jacksonville. With 37 years of experience in the financial services industry, Bert enjoys the responsibilities that come with advising clients who seek the benefit of his knowledge, experience and insight regarding their financial portfolios.
Raised in Bloomfield, Connecticut, Bert has been a resident of Jacksonville, Florida since 1978. He graduated from Jacksonville University with a degree in business management. Over his extensive and successful career, Bert has been the recipient of numerous awards of excellence within the corporate planning community.
Bert regularly works with business owners, executives, professionals and retirees regarding their financial goals and aspirations. He draws upon his 37 years of experience as well as an extensive local and national network of professional alliances - with C.P.A.'s, estate and trust attorneys, insurance underwriters, and other specialists - to provide his clients with top advice and excellence in service. He is a member of the Small Business Resources Network (SBRN) - a local network of business professionals who work specifically with small businesses and the National Committee on Planned Giving (NCPG).
Over the years, Bert has developed a sincere respect for various charities and non-profit organizations. He is a trustee for the Harry and Sylvia Livingston Philanthropic Fund as well as the Bert and Demetria Livingston Charitable Remainder Trust. He also enjoys assisting individuals in establishing their own family Donor Advised Funds, Charitable Trusts and Scholarship/Endowments.
Bert was the 2006-2007 Chairman of the American Heart Association Community Volunteer Board, in Northeast Florida. He has also been involved with local charitable organizations such as March of Dimes, Jacksonville University, Boggy Creek Camp, and I.M Sulzbacher Homeless Shelter.
Bert enjoys his close relationships, travel, and exercise.
He has been married to Demetria for 32 years, and has one daughter.
- Retirement Planning and Design
- Tax-advantaged Investment Strategies*
- Insurance and Risk Management Strategies
- Asset Preservation
- Asset Management*
- Deferred Compensation Design
- Education Funding
I am licensed to sell insurance in Florida. I am licensed to sell securities in FL, AZ, CA, CO, CT, GA, IN, LA, MA, MD, NC, NJ, NY, PA, TX, VA, WA and WI. I cannot communicate with, or respond to requests from, people who reside in states where I am not licensed to conduct insurance or securities business.
Bert Livingston is a Registered Representative and Investment Adviser Representative of Equity Services, Inc.
*Securities and investment advisory services are offered solely through Registered Representatives and Investment Advisor Representatives of Equity Services, Inc. National Financial Services Group is independent of Equity Services, Inc.