Investment Advisor Representative/Retirement Income Specialist
David Lebold is the regional director of Advantage Retirement Group in Southeast Florida. In keeping with the firm’s mission, he is an advocate for solutions that reduce financial risk and strives to educate and assist retirees on ways to protect and preserve their financial security.
Lebold is an Investment Advisor Representative, registered with the state of Florida. David offers investment advisory services through Tounjian Advisory Group, LLC, a Registered Investment Advisor Firm.
As a Retirement Income Specialist, David provides a specific written plan of action to help clients achieve their goals and dreams during retirement and beyond. He works to ensure retirees have the tools and resources they need to live a rewarding retirement and lifestyle. Lebold is extremely passionate about not only helping people enjoy a worry-free retirement, but also forming trusting relationships with his clients for years to come.
With over 20 years experience in the financial industry, Lebold understands the importance of planning for a financially secure retirement. Without a plan, the results for retirement could be devastating.
Lebold has been involved in the Southeast Florida community for over eight years, educating the senior community about the safety of money. He hosted a radio show for two years on WFTL 850 AM called “Retirement Matters. Looking Ahead Financially.” Topics he covered included avoiding IRA traps, hybrid annuities and effective ways to make your retirement income grow with safety.
After living in Chicago for over 37 years, he found his “one true love,” Jackie, and moved to South Florida. They, and son Brock, reside in Boca Raton and are active in the community and in helping local charities. Outside of work, Lebold loves to spend quality time with his family and friends. He enjoys working out at the gym and loves to play and watch football, basketball, and ice hockey.