Broker Check

Our Team

William “David” McLeod, CLU

Financial Advisor

wmcleod@financialguide.com

Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it...

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Melanie A. Chesser

Registered Representative/Employee Benefit Specialist

mchesser@mycoastalwealth.com

Melanie A. Chesser is a Financial Services Representative with McLeod Financial Group. Melanie’s broad knowledge of insurance and investment products gives her clients the confidence they need when working with financial services...

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John McLeod

Financial Services Professional | Employee Benefits

JMcLeod@McLeodFinancialGroup.com

Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance...

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