Luis Leon Email & Phone Number

Senior Vice President, Private Wealth Advisor @ U.S. Bank

5 free lookup(s).

Luis Leon Location

Houston, TX, US

Luis Leon Work

2023 - now Senior Vice President, Private Wealth Advisor @ U.S. Bank
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2019 - 2023 SVP and Senior Wealth Advisor @ Comerica Bank
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2016 - 2019 Financial Advisor @ Oak Harvest Financial Group
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2012 - 2016 Financial Advisor @ Eagle Strategies, LLC
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2006 - 2011 SVP and Regional Director - Wealth Management @ Wells Fargo
2003 - 2006 VP and Financial Advisor @ UBS Group AG
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1996 - 2002 VP and Client Advisor - JPMorgan Private Bank @ JPMorgan Chase & Co.
1990 - 1996 AVP Relationship Manager - Corporate Banking @ Mercantil Banco
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Luis Leon Education

The University of Texas at Austin
BA (Economics)
1985 - 1990

Luis Leon Skills

Retirement
Financial Services
Retirement Planning

Life Insurance
Investment Strategies
Wealth
Estate Planning
Series 6
Investments
401k Rollovers

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Luis Leon Summary

Luis Leon, based in Houston, TX, US, is currently a Senior Vice President, Private Wealth Advisor at U.S. Bank. Luis Leon brings experience from previous roles at Comerica Bank, Oak Harvest Financial Group, Eagle Strategies, LLC and Wells Fargo and Company. Luis Leon holds a 1985 - 1990 BA in Economics @ The University of Texas at Austin. With a robust skill set that includes Retirement, Financial Services, Retirement Planning, Life Insurance, Investment Strategies and more. Luis Leon has 5 emails and 7 mobile phone numbers on RocketReach.

Luis Leon Emails

Found 5 emails

Luis Leon Phone Numbers

Found 6 phone numbers

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