William "David" McLeod, Jr

Credentials:
  • CLU®

Focus: Insurance Strategies, Investment Strategies

Languages: English

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.

See William’s Licenses and Disclosures

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

By submitting this request, I consent to receive phone calls from MassMutual, its financial professionals, or vendors on its behalf, regarding MassMutual products and services, at the phone number(s) above, including my wireless number if provided. I understand these calls may be generated using an automated technology. I understand to make a purchase I do not need to consent to receive calls from MassMutual and can instead call a local financial professional directly.

Ocala Satellite Office - SW 80th Street

Satellite Office

8413 SW 80th Street, Suite 2
Ocala, FL 34481

CRN201404-160558