David Lebold

David Lebold leads BBWM's Registered Investment Advisors (RIA) office in Boca Raton, Florida. In his position, he exemplifies the firm's primary vision: to reduce financial risk for clients. His method promotes the idea of maintaining one's financial stability, particularly among pensioners, whom he actively teaches about secure and lucrative financial measures.

David is an expert in VA and Medicaid difficulties, with a thorough understanding of the complex regulations and procedures. This information enables many clients to protect their estates from the volatility nature of financial markets. Over the years, he has become a critical pillar in many people's financial planning procedures, protecting their financial futures.