David Ley
About David Ley
David Ley is a Retirement Counselor with over a decade of experience in retirement planning and distribution counseling. He holds the Chartered Retirement Planning Counselor designation and has worked with various retirement plans at Transamerica since 2014, following his tenure at Prudential Financial and National Agents Alliance Corporate.
Work at Transamerica
David Ley has been employed at Transamerica as a Retirement Counselor since 2014. In this role, he provides specialized retirement planning advice and distribution counseling. He has accumulated over ten years of experience in this position and is based in Maryland, United States. His work involves assisting clients with various retirement plans, including IRAs, 401(k)s, 403(b)/401(a) plans, and annuities.
Previous Experience at National Agents Alliance
Before joining Transamerica, David Ley worked at National Agents Alliance Corporate from 2013 to 2014. He served as a Sales Representative and Manager during his one-year tenure in Burlington, North Carolina. His responsibilities included managing sales operations and providing support to agents.
Experience at Prudential Financial
David Ley worked at Prudential Financial as an Insurance Agent from 2005 to 2013. His eight-year tenure in Newark, New Jersey, involved providing insurance solutions and financial advice to clients. This experience contributed to his expertise in retirement planning and distribution counseling.
Education and Expertise
David Ley holds a Bachelor of Arts degree in Communication from the University of Minnesota. He also completed his secondary education at Park Center Sr High. Ley has earned the Chartered Retirement Planning Counselor (CRPC) designation, which underscores his expertise in retirement planning. Additionally, he possesses several licenses, including Series 65, Series 6, Series 63, and Life, Accident & Health insurance licenses.
Specialization in Retirement Planning
David Ley specializes in providing distribution counseling and retirement planning advice. His focus includes working with a variety of retirement plans such as IRAs, 401(k)s, 403(b)/401(a) plans, and annuities. His extensive background in the financial services industry supports his ability to guide clients through their retirement planning needs.