David is a Financial Advisor and partner in McLeod Financial Group. David and his brother John’s family were one of the original founders of Silver Springs Attraction. He attended University of South Florida where he obtained his B.A. in Business Administration. David’s specialties include estate planning and retirement planning, to name a few. He has over 30 years experience along with the personal experience of estate planning with his family. David also has a Property and Casualty license. David is a qualify member of the Million Dollar Round Table. He has received the National Quality Award nine times (1991-1996, 1999-2000 and 2002) and is a Chartered Life Underwriter. David is married to Patricia. They have two children and reside in Ocala.
Email David at email@example.com
William D. McLeod, Jr. is a registered representative of and offers securities, investment advisor and financial planning services through MML Investors Services, LLC, Member SIPC, www.sipc.org. Supervisory office located at 10151 Deerwood Park Blvd., Building 100, Suite 300, Jacksonville, FL 32256. McLeod Financial Group is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.
Area(s) of Focus
- Insurance Strategies
- Investment Strategies