Swaine & Leidel Wealth Services was founded by Will Swaine, Branch Manager, and David Leidel, CDFA, Financial Advisor, two financial professionals with broad experience who became friends through scuba diving. Mr. Swaine, a seventh-generation Floridian and graduate of Florida State University, was formerly a financial advisor at Morgan Stanley Smith Barney and Edward Jones. Mr. Leidel, who also started at Edward Jones, is a graduate of Stetson University (BA), Auburn University (MBA), and Florida Trust School and Graduate School. He was awarded the prestigious Chartered Trust and Estate Planner designation in 2011.
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Raymond James financial advisers may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state.