Company History

Leading Edge was founded in 1981 by President and Owner Donald C. Raimey, Jr. The company started as a diversified financial services company offering benefit, human resource, retirement plan and wealth management services to Southwest Florida businesses.

Over the past 35 years we have had the privilege of working with some of Florida’s finest employers, representing a diverse array of industries from hospitality to medical, including multi-location and multi-state entities.

The Leading Edge family of companies are organized into four distinct core service companies that strive to provide our clients with an integrated, comprehensive approach to their benefit, human resource, retirement plan, and wealth-protection needs.

Leading Edge Benefit Advisors, LLC is a wholly owned subsidiary of Leading Edge Companies and is headquartered in Fort Myers, Florida.

 

Values

Fiduciary Support: We help you manage your fiduciary liability responsibly with an extensive six-step process that seeks to ensure an affordable, customized retirement strategy.

Independence & Integrity: We answer only to you, delivering advice with a open mind and disclosing all compensation.

Local Specialists: Locally, we have multiple Accredited Investment Fiduciary(R) advisors and a Chartered Retirement Plan Specialist. Our staff consist of dedicated, experienced professionals who love what they do and take client advocacy seriously.

Tools & Technology: We invest in robust tools designed to help you succeed. Our plan benchmarking and investment monitoring tools are supported by RPAG, one of the largest retirement plan investment management groups in the United States. You’ll also receive measured results through plan-level analytics.

Participant Support: We understand that the key to a successful plan is a successful participant. Customised engagement is provided at the participant level, from online tools to one-on-one participant support.

Meet the Team

We incorporate a team approach to the service we provide to our clients. Each of our employees works closely with the client, utilizing their unique abilities to best serve your needs.

Founders

Donald C. Raimey, Jr. CLU, ChFC, AIF

Managing Member

Don founded Leading Edge in 1981 and is the Managing Member for all four Leading Edge Companies.

Diane Raimey

Chief Financial Officer

Diane is Don’s wife of 33 years, and the co-founder of Leading Edge. She serves as Chief Financial Officer…

Team

Tim McGee, AIF

Advisor

Barbara Heerlyn

Retirement Plan Specialist

Kerri Sisson

Advisor

Kathy Nichols

Accounting & Financial Analyst
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