P. Leonard Email & Phone Number

Founding Partner - CEO @ TerraWealth™

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P. Leonard Location

High Point, NC, US

P. Leonard Work

2022 -now Founding Partner - CEO @
2015 -2022 Assistant Vice President Sales @
2007 -2022 Regional Marketing Director @
2006 -2007 Regional Sales Director @
2004 -2006 Regional Marketing Director @
1997 -2004 Sales Director @

P. Leonard Education

Institute of Business & Finance
Certified Fund Specialist (Banking and Financial Support Services)
2015-2015
University of North Carolina at Greensboro
Registered Financial Gerontologist (Financial Gerontology)
2006-2006
East Carolina University
(VIP)
1994-1999
The Money, Means, and Choices Institute
(Multigenerational Family Planning)
2012

P. Leonard Skills

Series 63
Variable Annuities
Fixed Annuities
Mutual Funds
Retirement Planning
Life Insurance
Series 7
Wholesale
Retirement
IRAs
Wealth Management
Investment Strategies
Investments
Financial Services
Estate Planning
Strategic Financial Planning
Wealth Accumulation
Insurance
Series 65
401k Rollovers
Long Term Care Insurance
Wealth
401k
Financial Advisory
Financial Planning
Sales
Leadership
Finance
Asset Allocation
Securities
Long-term Care
Portfolio Management
Sales Management
Marketing
Series 6
Customer Service
Strategic Planning
Management
Social Networking
401(k) Retirement Savings Plans
Series 26
Life and health

P. Leonard Summary

P. Leonard, based in High Point, NC, US, is currently a Founding Partner - CEO at TerraWealth™. P. Leonard brings experience from previous roles at Lincoln Financial Distributors, Protective Life and The Hartford. P. Leonard holds a 2015 - 2015 Certified Fund Specialist in Banking and Financial Support Services @ Institute of Business & Finance. With a robust skill set that includes Series 63, Variable Annuities, Fixed Annuities, Mutual Funds, Retirement Planning and more. P. Leonard has 2 emails and 3 mobile phone numbers on RocketReach.

P. Leonard Emails

Found 2 emails

P. Leonard Phone Numbers

Found 6 phone numbers

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