Josh Leonard Email
President, Chief Compliance Officer and Investment Advisor Representative @ Leonard Advisory Group
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Josh Leonard Location
- Wexford, PA, US
Josh Leonard Work
- President, Chief Compliance Officer and Investment Advisor Representative @ (July 2022 - Present)
- Vice President @ (June 2011 - August 2022)
- Financial Representative Intern @ (May 2011 - June 2011)
Josh Leonard Education
- Baldwin Wallace University
Bachelor of Science (BS) (Finance, General)
2007-2012 - Hong Kong Baptist University
Finance (General)
2010-2010 - Hampton High School 2002-2006
Josh Leonard Skills
- Annuities
- Building Relationships
- Client Development
- Finance
- Financial Advisory
- Financial Planning
- Fixed Annuities
- IRA's
- IRAs
- Income Planning
- Insurance
- Investment Strategies
- Medicare
- Personal Financial Planning
- Retirement
- Retirement Planning
- Securities
- Social Media
- Strategic Financial Planning
- Tax Planning
- Tax-advantaged Investment Strategies
- Wealth Accumulation
Josh Leonard Summary
- Josh Leonard, based in Wexford, PA, US, is currently a President, Chief Compliance Officer and Investment Advisor Representative at Leonard Advisory Group. Josh Leonard brings experience from previous roles at Leonard Advisory Group and Northwestern Mutual. Josh Leonard holds a 2007 - 2012 Bachelor of Science (BS) in Finance, General @ Baldwin Wallace University. With a robust skill set that includes Annuities, Building Relationships, Client Development, Finance, Financial Advisory and more. Josh Leonard has 1 emails on RocketReach.
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