David J. Lutz Jr. is a 1999 graduate from the University of Pittsburgh.  He graduated with a Bachelor of Science in Mathematics and Business Administration.  He has worked in the financial services industry since 1999 and has been with The Advisors Group of Pittsburgh since June 2000.  He currently holds his NASD Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent State Law), Series 65 (Uniform Investment Advisor), and Pennsylvania Life, Accident, Health, Fixed Annuities, Variable Life, and Variable Annuities licenses.

 

His mission is to “create a life-long relationship to assist clients in meeting their financial and life goals through superior customer service, education, and preparation for life’s expected and unexpected challenges.”