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Michael Leonard Location
Daytona Beach, FL, US
Michael Leonard Work
First Vice President - Branch Manager @ (June 2015 - Present)
Vice President, Financial Advisor @ (November 2011 - June 2015)
Senior Vice President, Regional Manager and Financial Advisor @ (March 1993 - November 2011)
Financial Advisor @ (March 1989 - March 1993)
Account Executive @ (October 1984 - March 1989)
Michael Leonard Education
Stetson University
Bachelor of Business Administration (BBA) (Finance and Financial Management Services)
1979-1983
Michael Leonard Skills
Investments
Retirement Planning
Investment Strategies
Finance
Asset Allocation
Mutual Funds
Alternative Investments
Securities
Equities
Fixed Income
Retirement
Financial Advisory
Relationship Management
Wealth Preservation Planning
Portfolio Review
Investment Planning
Series 7
Michael Leonard Summary
Michael Leonard, based in Daytona Beach, FL, US, is currently a First Vice President - Branch Manager at Wells Fargo Advisors. Michael Leonard brings experience from previous roles at SunTrust Investment Services, Wells Fargo Advisors, Invest Financial and Dean Witter Reynolds Inc.. Michael Leonard holds a 1979 - 1983 Bachelor of Business Administration (BBA) in Finance and Financial Management Services @ Stetson University. With a robust skill set that includes Investments, Retirement Planning, Investment Strategies, Finance, Asset Allocation and more. Michael Leonard has 3 emails and 2 mobile phone numbers on RocketReach.
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