Bennett Leiser
Financial Advisor and Wealth Management
Bennett Leiser is the Founder and CEO of Annuity Depot in Boca Raton. He is a licensed financial advisor and fiduciary with three decades of Wall Street experience. He holds Series 7, 63, 66 and 2-15 securities registrations, reflecting a command of investment, insurance and retirement planning.
A retirement specialist, Leiser designs customized financial plans spanning from early life through retirement. His work includes conservative income strategies, balanced portfolios and aggressive growth solutions, all tailored to a client’s objectives and risk tolerance.
One of his specialties is options trading, a highly technical discipline requiring daily market engagement. “This expertise allows me to enhance upside potential while managing risk, a skill set few advisors possess,” he says. Leiser is frequently recommended by other financial professionals, and his strategies have consistently outperformed the S&P 500 benchmark.
Through Annuity Depot, Leiser offers access to every annuity approved in Florida, allowing for truly personalized solutions. “Annuities play a vital role in many financial plans, particularly for retirement income and risk management,” says Leiser. “Unlike advisors who offer limited annuity choices, I integrate them as part of a diversified strategy.” Annuities can provide benefits such as 100 percent downside protection, guaranteed lifetime income, market upside without risk or fixed rates that exceed CDs. Each recommendation is carefully aligned with a client’s specific needs.
His services include comprehensive retirement planning, portfolio management, annuities, disability insurance, long-term care and life insurance. “I prioritize education, ensuring clients fully understand both the advantages and limitations of every strategy before moving forward.”
Leiser began his career as a professional day trader at Schonfeld Securities, an experience that shaped his market-driven approach to investing. He later held leadership roles at major financial institutions including PNC Bank, Merrill Lynch, ING and MetLife. Today, he manages client portfolios through World Equity Group, with assets clearing through Charles Schwab.
Recognized for his work, Leiser was named a Top Financial Advisor in Delray Beach for 2025 by Expertise.com, where he holds a five-star rating. Originally from New York, he relocated to Boca Raton in 1998. He is active in the Masonic Lodge, supports charitable initiatives, enjoys time with his girlfriend and two dogs, and is a devoted father.
Leiser offers complimentary consultations and is passionate about building financial plans as individualized as the people he serves.
Annuity Depot, Boca Raton, 561-302-6926, annuitydepot.com
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