Broker Check

Bert Livingston

904-296-3300 ext. 5019

Bert H. Livingston

Bert is an independent financial services associate of National Financial Services Group in Jacksonville, Fl. He has more than 35 years of experience in this field and enjoys the responsibilities that come with advising clients who seek the benefit of his knowledge, experience and insight regarding their financial portfolios.

He has a business degree from Jacksonville University and 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.

Bert is married to Demetria, for 30 years, and has one daughter.

After graduating from college in 1976 he worked within his family’s aerospace manufacturing business, Horst Engineering and Manufacturing Co., Inc., that was established by his father in 1946. The business is thriving today after more than 65 years and is now under the control of Bert’s nephew, Scott, a rare third generation transfer was completed in 2001.

As an Investment Adviser Representative and Registered Representative of Equity Services, Inc., Bert is responsible for designing and implementing carefully laid out investment, risk management and estate planning strategies for his clients.

A specialty process regarding "Transitions Planning" has become a keystone of Bert's practice. Bert works closely with individuals during life changing events such as a financial "windfall", an insurance settlement, pro-sports contracts, sale of a business, loss of a spouse, major career change and divorce. These transitions present special psychological, social and physical challenges that require close attention.

Over the years he has developed a sincere respect for various charities and non-profit organizations. Bert is a trustee for the Harry and Sylvia Livingston Philanthropic Fund as well as the Bert and Demetria Livingston Charitable Remainder Trust. He is also a member of the Partnership for Philanthropic Planning (PPP) and the 2006-2007 Chairman of the American Heart Association Community Volunteer Board, in Northeast Florida.

Locally, Bert has supported and assisted a number of charitable organizations such as The American Heart Association, the Big Fun Box Organization, Boggy Creek Camp, and I.M Sulzbacher Homeless Shelter. He also enjoys assisting individuals in establishing their own family Donor Advised Funds, Charitable Trusts and Scholarship/Endowments.

His business memberships include Grand American Road Racing and Small Business Resources Network (SBRN), a local network of business professionals in Jacksonville who work specifically with small businesses.