Brian Leone Email & Phone Number
Senior Financial Advisor, Asst. Vice President at Merrill Lynch Wealth Management @ Merrill Lynch
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Brian Leone Location
- Newtown Grant, PA, US
Brian Leone Work
- 2016 -now Senior Financial Advisor, Asst. Vice President at Merrill Lynch Wealth Management @
- 2006 -2016 Associate, Investment Management @
- 2006 -2006 AVP and Internal Wholesaler @
- 2001 -2006 Research Specialist @
- 1996 -2000 Teacher @
Brian Leone Education
- Temple University
Bachelor of Science (B.Sc.) (Education)
1993-1996 - Lock Haven University of Pennsylvania
(EDUCATION)
1992-1993
Brian Leone Skills
- Retirement Planning
- Wealth Management
- Mortgage Lending
- Life Insurance
- Estate Planning
- Mutual Funds
- Series 7
- Investments
- Alternative Investments
- Fixed Income
- Series 63
- Securities
- Financial Services
- Investment Strategies
- Asset Allocation
- 401k
- Asset Management
- Retirement
- Hedge Funds
- Portfolio Management
- Equities
- Financial Advisory
- Investment Advisory
- Health Insurance
- Fixed Annuities
- Investment Management
- Financial Planning
- Insurance
- Chartered Retirement Planning Counselor
- Residential Mortgages
- Commercial Mortgages
- Trading
- Relationship Management
- Group Named to Forbes "Best-in-State Wealth Advisors" list in 2018
- Group Named to Financial Times "Top 401 Retirement Advisors" in 2017
- Variable Annuities
- Separately Managed Accounts
- ETFs
- Uniform Combined State Law
- Series 65
- Series 66
- 401k Rollovers
Brian Leone Summary
- Brian Leone, based in Newtown Grant, PA, US, is currently a Senior Financial Advisor, Asst. Vice President at Merrill Lynch Wealth Management at Merrill Lynch. Brian Leone brings experience from previous roles at BlackRock, Merrill Lynch Investment Managers, Merrill Lynch GPC and School District of Philadelphia. Brian Leone holds a 1993 - 1996 Bachelor of Science (B.Sc.) in Education @ Temple University. With a robust skill set that includes Retirement Planning, Wealth Management, Mortgage Lending, Life Insurance, Estate Planning and more. Brian Leone has 2 emails on RocketReach.
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