James Leonard Email & Phone Number
Managing Director @ Millennium Private Wealth
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James Leonard Location
- Raleigh, NC, US
James Leonard Work
- Managing Director @ (August 2025 - Present)
- Senior Vice President - Wealth Management @ (November 2015 - August 2025)
- First Vice President, Financial Advisor @ (January 2011 - November 2015)
- First Vice President, Financial Advisor @ Well Fargo/Wachovia/First Union (July 2000 - January 2011)
- Vice President @ First Union/Evergreen Investments (February 1998 - July 2000)
- Financial Advisor @ Smith Barney/Legg Mason (August 1993 - February 1998)
James Leonard Education
- East Carolina University
Communication/Finance
1988-1993
James Leonard Summary
- James Leonard, based in Raleigh, NC, US, is currently a Managing Director at Millennium Private Wealth. James Leonard brings experience from previous roles at UBS Financial Services, Inc., Morgan Stanley, Well Fargo/Wachovia/First Union and First Union/Evergreen Investments. James Leonard holds a 1988 - 1993 Communication/Finance @ East Carolina University. James Leonard has 2 emails and 1 mobile phone numbers on RocketReach.
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