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David A
Series 65
Fort Myers, FL
Advantage Wealth Partners
David Antonucci is a financial advisor with Advantage Wealth Partners in Fort Myers, FL, holding a Series 65 designation and five years of industry experience. His prior work includes roles at BB&T and various entities affiliated with Advantage Retirement Group. He is also a licensed insurance agent, spending roughly half of his time in insurance sales. Advantage Retirement Group provides wealth management, financial planning, and portfolio management services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm manages approximately $518 million for around 527 clients, employing a long-term investment approach centered on strategic asset allocation using ETFs, mutual funds, and select individual securities.
Curtis H
Series 63, Series 65
Fort Myers, FL
Advantage Wealth Partners
Curtis Harrell III is a financial advisor with Advantage Wealth Partners in Fort Myers, FL, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His prior roles include positions at Wells Fargo Advisors, Raymond James Financial Services, and Makke Financial Advisory Group. He is also a licensed insurance agent, spending about half of his time on insurance sales through National Benefit Legacy. Advantage Wealth Partners provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm manages approximately $675 million for around 570 clients using a long-term, strategic asset allocation approach that incorporates fundamental, technical, and cyclical analysis.
Garrett E
Series 65
Fort Myers, FL
Advantage Wealth Partners
Garrett Eisenhauer is a financial advisor at Advantage Wealth Partners in Fort Myers, FL, with four years of industry experience. He holds a Series 65 designation and has previously worked at firms including PFS Investments Inc. and Quail West. Eisenhauer is also a licensed insurance agent, spending a portion of his time in insurance sales. Advantage Wealth Partners serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, managing approximately $675 million across roughly 570 clients. The firm emphasizes long-term, strategic asset allocation and provides discretionary portfolio management using ETFs, mutual funds, and other securities.
Alfred T
CFP®, Series 63
Fort Myers, FL
Advantage Wealth Partners
Alfred Tounjian is a CFP® with 15 years of experience, currently serving at Advantage Wealth Partners in Fort Myers, FL. He has been involved with various entities operating under the Advantage Retirement Group name since 1991. Outside of advisory work, he is also engaged in insurance sales and owns STI Property Management LLC. Advantage Retirement Group provides wealth management, financial planning, and portfolio management services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm manages approximately $518 million across roughly 527 clients and employs a primarily long-term investment approach centered on strategic asset allocation using ETFs, mutual funds, individual securities, and alternative positions.
Stephen C
Series 63, Series 65
Fort Myers, FL
Advantage Wealth Partners
Stephen Cully is a financial advisor at Advantage Wealth Partners in Fort Myers, FL, holding Series 63 and Series 65 licenses with four years of industry experience. His prior work includes roles in hospitality with Campana Hospitality Group and various restaurants, as well as investment-related experience at Pfs Investments Inc. He has also been involved with hospitality ventures such as Nosh on the Bay and The Bay House. Advantage Wealth Partners is a team-based wealth management firm serving individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm manages approximately $675 million across about 570 clients, focusing on long-term, strategic asset allocation through discretionary portfolio management that incorporates ETFs, mutual funds, and occasional alternative investments.
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