We have developed our business by reaching out, nurturing and maintaining close, trusting relationships with each of our clients.
Meet The ARG Team
Para Planner David Pavey serves in both the Fort Myers and Naples, Florida offices. He attended Florida Gulf Coast University in 2004 where he studied Computer Information Systems. In 2011, he joined Advantage Retirement Group as an insurance professional. David’s primary goal for clients is to create sustainable income in their retirement years. He believes…Read More
Client Services Coordinator Most recently from Kansas City, Missouri, Ruth Ellis moved to Punta Gorda, Florida in 2010 before beginning as our Client Service Specialist in September of 2013. Ruth has 35 years of business experience as a Data Systems Analyst at AT&T and as a franchisee of McDonald’s Restaurants. She received her undergraduate degree…Read More
Director of Communications & Marketing Mary is the Director of Communications & Marketing at Advantage Retirement Group. In 1986 Mary began her financial services career in banking and insurance, later leading to wealth management and trust administration. Mary moved from Minnesota to Sunny Southwest Florida in 2013 and calls Naples her home. She is actively involved…Read More
Client Services Coordinator Josie came on board September 3, 2015. In her role as Client Services Coordinator, 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…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
Direct line: 310-940-7789 | Santa Monica, CA Gary Mancuso is an author, entrepreneur, and investor who has worked most of his career in the financial arena. He guides clients to a sound financial strategy, whether they’re in the mid-career wealth-accumulation stage of life or looking to harvest the fruits of a lifetime’s work and enjoy…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.
Enter your information to receive your free guide!