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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.

Wealth management Passive / index investing Active portfolio management Concentrated stock management Long-term care insurance Executive Founder/Business Owner
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Curtis H

Series 65, Series 63

Fort Myers, FL

Advantage Wealth Partners

Curtis Harrell III is a financial advisor with Advantage Wealth Partners in Fort Myers, FL, holding Series 65 and Series 63 licenses and eight years of industry experience. His prior roles include positions at Wells Fargo Advisors, Raymond James Financial Services, and Makke Financial Advisory Group. Harrell is also a licensed insurance agent, dedicating approximately half of his time to insurance sales through National Benefit Legacy. Advantage Wealth Partners provides wealth management and financial planning to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm manages about $675 million across roughly 570 clients, utilizing a long-term, strategic asset allocation approach with discretionary portfolio management primarily focused on ETFs and mutual funds.

Wealth management Passive / index investing Active portfolio management Concentrated stock management Long-term care insurance Executive Founder/Business Owner
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Garrett E

Series 65

Fort Myers, FL

Advantage Wealth Partners

Garrett Eisenhauer is a financial advisor at Advantage Wealth Partners in Fort Myers, FL, holding a Series 65 designation with three years of industry experience. He has worked at several firms, including PFS Investments Inc. and Quail West, and currently splits his time between advisory work and licensed insurance sales. 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 discretionary portfolio management focused on long-term strategic asset allocation and value investing.

Wealth management Passive / index investing Active portfolio management Concentrated stock management Long-term care insurance Executive Founder/Business Owner
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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.

Wealth management Passive / index investing Active portfolio management Concentrated stock management Long-term care insurance Executive Founder/Business Owner
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Stephen C

Series 65, Series 63

Fort Myers, FL

Advantage Wealth Partners

Stephen Cully is a financial advisor at Advantage Wealth Partners in Fort Myers, FL, with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked in hospitality and investment-related roles including positions at Campana Hospitality Group and Pfs Investments Inc. 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 across about 570 clients using a long-term, strategic asset allocation approach that incorporates ETFs, mutual funds, and select individual securities.

Wealth management Passive / index investing Active portfolio management Concentrated stock management Long-term care insurance Executive Founder/Business Owner
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