Michael Leonard Email & Phone Number
First Vice President - Branch Manager @ Wells Fargo Advisors
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Michael Leonard Location
- Daytona Beach, FL, US
Michael Leonard Work
- 2015 - now First Vice President - Branch Manager @
- 2011 - 2015 Vice President, Financial Advisor @
- 1993 - 2011 Senior Vice President, Regional Manager and Financial Advisor @
- 1989 - 1993 Financial Advisor @
- 1984 - 1989 Account Executive @
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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