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David Leidel

Retirement, Investing, Insurance
“With over 15 years of experience in the financial industry, David Leidel strives to provide his clients with a rewarding, sustainable retirement while maintaining their ability to leave money for their heirs.”

Swaine & Leidel Wealth Services

Job Title:



David Leidel is a partner in the firm Swaine & Leidel Wealth Services. He helps retirees, families, high net-worth individuals, and business owners achieve their retirement and financial goals. Having worked with retirement investors for many years, he knows first-hand the difference that personal guidance and solutions can make for your financial future.

An experienced financial professional, David focuses on helping his clients build, protect, and preserve their wealth. Retirement is a moving target, so investors need dynamic strategies that are tailored to their evolving financial needs and circumstances. As a strong client advocate, David understands this as well as the goals, challenges, and risks which you and other retirement investors face. He begins every client relationship with a careful analysis of individual objectives, needs, time horizon, and other important variables in someone’s complete financial picture. He specializes in developing personalized strategies for legacy wealth planning, estate planning, and retirement income objectives. 

David has a Master’s degree in Business Administration from Auburn University and is a graduate of Stetson University. He is also a federally licensed tax practitioner and looks forward to helping you achieve the financial security and peace of mind you desire in your retirement years.


MBA, Business, Auburn University
BBA, General Business and Finance, Stetson University

Assets Under Management:

$30 million

CRD Number:



Swaine & Leidel Wealth Services is a  Registered Investment Advisory firm. Information shared on this site is for general information purposes only. You should consult  your financial, tax, and legal advisors for your specific issues. 

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    Banking, Retirement, Investing, Stocks
Are there any sure proof ways to safeguard my nest egg?
100% of people found this answer helpful

This will depend on your state's laws surrounding credit protection. Some states like Florida protect your primary residence from collectors. Individual Retirement Accounts (IRA), annuities and cash value life insurance policies are usually protected as well. An attorney may be able to draft a creditor protected trust, again depending on your state. 

May 2018
    Investing, Insurance, Long-Term Care Insurance
Should I purchase long-term care insurance, or invest the money to pay for my long-term care?
89% of people found this answer helpful
May 2018
    Investing, IRAs
Should I transfer my Roth IRA to a robo-advisor platform?
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December 2017
    Investing, Stocks
As a new investor, are there topics I should research and terms I should be familiar with before I purchase my first stock?
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March 2018
    Retirement, 401(k), IRAs
Should I contribute more to my 401(k) and Roth IRA to reach my deferral limit in a given year?
33% of people found this answer helpful
December 2017