We have developed our business by reaching out, nurturing and maintaining close, trusting relationships with each of our clients.
Meet The ARG Team
VP of Financial Planning David studied Computer Information Systems at Florida Gulf Coast University in 2004. In 2011, David joined Advantage Retirement Group as an insurance professional. He works closely with Alfie in the creation of financial plans that include sustainable income for our clients in their retirement years. David believes it is most important…Read More
Marketing Director Mary began her financial services career in banking and insurance in 1986. She continued her career as a securities licensed financial advisor then a trust officer prior to joining Advantage Retirement Group in 2015. Mary moved from Minnesota to Sunny Southwest Florida in 2013. She and her husband Gary reside in Fort Myers…Read More
Client Services Coordinator Josie came on board September 3, 2015. In her role, she works closely with Alfie and our clients in preparing/processing documents that include Annuities, Managed Money, Policy information and changes, RMDs and Withdrawals. Josie moved to Florida in 2001 from Chester Springs, PA and resides in Estero, Florida with husband Charles. She…Read More
Client Services Coordinator Daniella works closely with Alfie to prepare and process client documents. Daniella was a Paralegal in New York City and Florida before joining Advantage Retirement Group in 2017. Daniella moved to Florida in 2004 from Pleasantville, New York and resides in Fort Myers with her husband, son and their Shiba Inu Emi.…Read More
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…Read More
3 Surprises That Can Derail Even the Most Cautious Retirement Plan
Before you can plan your retirement, you need to know the facts. This helpful guide will show you the surprises that you should be aware of when planning your retirement. It will be immediately delivered to the e-mail address you provide. We take your privacy seriously, and will not share your information with anyone.
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