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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    Investing, IRAs
Should I transfer my Roth IRA to a robo-advisor platform?
73% of people found this answer helpful

Without knowing what you are doing with your current Roth account at your bank, robo-advisors may offer you something better. While Betterment has a lot of popularity, other firms offer robo services as well, i.e Charles Schwab. You can research as many you like and decide which is the best fit. 

They should walk you through a risk tolerance assessment to help determine which model is best for you. Then your account will be on auto pilot. They will keep you informed about market events and electronically "hold your hand" when necessary. The biggest benefit to the robo-advisor is that you will get institutional style management at a fraction of the cost of a traditional advisor. The downside is that you will be confined to a model, but for something like a Roth which likely has a long-term time horizon, the models will offer you good diversification and reduce your risk. 

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1 week ago
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Is purchasing a $300,000 life insurance policy as a single 53-year-old with no children a good decision?
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2 weeks ago
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Should I contribute more to my 401(k) and Roth IRA to reach my deferral limit in a given year?
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