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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. 

All Answers
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    Investing, Bonds / Fixed Income, IRAs, Taxes
If my traditional IRA is fully invested in a tax free bond fund, and I am receiving a distribution of the monthly dividends, do these distributions count toward the required minimum distribution, and do I have to pay taxes on them?
100% of people found this answer helpful

If the money invested in the bonds is pre-tax money (or you received a deduction) then the distributions are taxed as ordinary income. They will count toward your required minimum distribution. 

May 2018
    Banking, Retirement, Investing, Stocks
Are there any sure proof ways to safeguard my nest egg?
100% of people found this answer helpful
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?
69% of people found this answer helpful
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?
60% of people found this answer helpful
March 2018