Luis Leon Email & Phone Number
Senior Vice President, Private Wealth Advisor @ U.S. Bank
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Luis Leon Location
- Houston, TX, US
Luis Leon Work
- 2023 -now Senior Vice President, Private Wealth Advisor @
- 2019 -2023 SVP and Senior Wealth Advisor @
- 2016 -2019 Financial Advisor @
- 2012 -2016 Financial Advisor @
- 2006 -2011 SVP and Regional Director - Wealth Management @
- 2003 -2006 VP and Financial Advisor @
- 1996 -2002 VP and Client Advisor - JPMorgan Private Bank @
- 1990 -1996 AVP Relationship Manager - Corporate Banking @
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
- Annuity Sales
- Asset Protection
- Building Relationships
- business Succession Planning
- Business Insurance Planning
- Buy-sell Agreements
- Customer Satisfaction
- Education Funding Strategies
- Key Person Insurance
- Leadership
- Legacy Planning
- Life Insurance Strategies
- Lifetime Income Strategies
- Relationship Management
- Risk Management
- Sales
- Succession Planning
- Wealth Preservation Planning
- Wealth Transfer Strategies
- PowerPoint
- Banking
- Insurance
- Finance
- Buy Sell Agreements
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 8 mobile phone numbers on RocketReach.
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