Fields Leake Email & Phone Number
Managing Partner @ Futurity First
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Fields Leake Location
- Houston, TX, US
Fields Leake Work
- Financial Advisor @ Futurity First Wealth Management (January 2016 - Present)
- Managing Partner @ (January 2012 - Present)
- Financial Advisor @ Futurity First Wealth Management (January 1987 - Present)
- Senior Partner @ Strategic Financial Group / MassMutual (January 2011 - August 2012)
- Sr. Vice President, Strategic Financial Group LLP @ Mass Mutual Insurance (January 2004 - January 2010)
- Branch Manager @ (July 1999 - December 2003)
- Sales Manager @ Provident Mutual (April 1995 - June 1999)
- Regional VP @ CIGNA (January 1982 - January 1994)
Fields Leake Education
- Miami University
Bachelor of Philosophy (Liberal Arts/ Political Science/Philosophy)
1975-1979
Fields Leake Skills
- Leadership
- Estate Planning
- Series 63
- Financial Advisory
- Financial Planners
- Public Speaking
- Fixed Annuities
- Insurance
- Retirement Planning
- Financial Planning
- IRAs
- Investments
- Series 6
- 401k
- Strategic Planning
- Investment Advisory
- Asset Allocation
- Financial Services
- Wealth Management
- Life Insurance
- Mutual Funds
- Underwriting
- Strategic Financial Planning
- New Business Development
- Change Management
- Long Term Care
- Disability Insurance
- Financial Analysis
- Wealth
- Long Term Care Insurance
- Succession Planning
- Small Business
- Financial Reporting
- Project Management
- Term Life Insurance
- Health Insurance
- Retirement
- Series 7
- Employee Benefits
- Securities
- Whole Life
Fields Leake Summary
- Fields Leake, based in Houston, TX, US, is currently a Managing Partner at FUTURITY FIRST Insurance Group. Fields Leake brings experience from previous roles at Futurity First Wealth Management, Strategic Financial Group / MassMutual and Mass Mutual Insurance. Fields Leake holds a 1975 - 1979 Bachelor of Philosophy in Liberal Arts/ Political Science/Philosophy @ Miami University. With a robust skill set that includes Leadership, Estate Planning, Series 63, Financial Advisory, Financial Planners and more. Fields Leake has 1 emails and 2 mobile phone numbers on RocketReach.
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Fields Leake
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