Advantage Wealth Partners Employee Directory

Financial ServicesFlorida, United States2-10 Employees

Advantage Retirement Group is dedicated to guiding high-net-worth individuals and families towards their financial goals, with a focus on tax-efficient investment strategies and retirement planning. We offer a comprehensive range of services tailored to your unique needs, leveraging the advantage of institutional investment management strategies to maximize your potential for success.
 
Our specialized tax-efficient investment strategies play a pivotal role in optimizing your financial landscape, developing and tailoring solutions to align with your goals. We aim to consistently deliver efficient, effective, and ethical financial solutions, building strong relationships with each client based on trust and understanding.
At Advantage Retirement Group, you are not just a number; you are a member of our family. We are passionately dedicated to working tirelessly to help you achieve your financial goals and create the retirement of your dreams, sustained by the undeniable advantage of institutional investment management strategies and tax-efficient planning, specifically designed for high-net-worth individuals and families.
 
Tounjian Advisory Partners LLC d/b/a Advantage Retirement Group is a registered investment advisor. Advantage Retirement Group provides investment advisory and related services for clients nationally. Advantage Retirement Group will maintain all applicable registration and licenses as required by the various states in which it conducts business. For additional information, please visit our website at https://advantageretirementgroup.com.

Find Advantage Wealth Partners employees' phone numbers or email addresses

Advantage Wealth Partners Global Highlights

Location
Employees

North America
10

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  • United States Of America
    10

Advantage Wealth Partners's Leadership

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    M. T.
    Vice President
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    D. P.
    Advisor And Regional Director
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  • Stylized image of a person
    D. B.
    Sr. Investment Service Specialist
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  • Stylized image of a person
    A. M.
    Client Servicing Specialist
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    G. E.
    Financial Advisor
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    C. B.
    Client Service Specialist
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    J. A.
    Client Services Coordinator
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  • Stylized image of a person
    M. M.
    Financial Advisor
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Advantage Wealth Partners Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Advantage Wealth Partners

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    M. T.
    Vice President
    Phone icon
    Jul 08, 2025
  • Stylized image of a person
    D. P.
    Advisor And Regional Director
    Phone icon
    United StatesFlorida
    Oct 17, 2024
  • Stylized image of a person
    D. B.
    Sr. Investment Service Specialist
    Phone icon
    United States
    Sep 12, 2025
  • Stylized image of a person
    A. M.
    Client Servicing Specialist
    Phone icon
    United StatesFlorida
    Aug 12, 2025
  • Stylized image of a person
    G. E.
    Financial Advisor
    Phone icon
    United StatesFlorida
    Sep 08, 2025
  • Stylized image of a person
    C. B.
    Client Service Specialist
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    J. A.
    Client Services Coordinator
    Phone icon
    United StatesFlorida
    Jul 08, 2024
  • Stylized image of a person
    M. M.
    Financial Advisor
    Phone icon
    United StatesFlorida
    Jul 09, 2024

Frequently Asked Questions

What is Advantage Wealth Partners known for?

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Advantage Wealth Partners was founded in 1983 operates in the Financial Services industry. The company's main headquarters is located in 8870 Daniels Parkway Fort Myers, Florida 33912 United States; you can contact the main corporate office by phone at . Explore Advantage Wealth Partners's company overview page for more information.

What is Advantage Wealth Partners's most common email format?

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Advantage Wealth Partners employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Advantage Wealth Partners email formats with LeadIQ.

How many employees does Advantage Wealth Partners have currently?

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Advantage Wealth Partners has approximately 8 employees as of April 2026. These team members are located across 1 continents, including North America.

Who are Advantage Wealth Partners's key employees and leadership?

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As of April 2026, Advantage Wealth Partners's key employees include:

  • Vice President: M. T.
  • Advisor And Regional Director: D. P.
  • Sr. Investment Service Specialist: D. B.
  • Client Servicing Specialist: A. M.
  • Financial Advisor: G. E.

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