Picture of William McLeod

    William "David" McLeod, Jr


    Check the background of this investment professional on FINRA's BrokerCheck

    About David

    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 wmcleod@financialguide.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

    William (David) McLeod Jr CLU® is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC, Member SIPC, 200 West Forsyth Street, Suite 600, Jacksonville, FL 32202, Tel: (904) 998-7300

    MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Agency officers are not officers of MassMutual.

    I am licensed to sell Insurance Products in the following jurisdictions:
    Florida, Maryland, Virginia

    I am licensed to sell Securities Products in the following jurisdictions:
    Florida, Arizona, New Jersey, Vermont, Rhode Island, Massachusetts, Texas

    William (David) McLeod Jr CLU®, Ocala, FL

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