William Leete Email & Phone Number
Certified Financial Planner™ @ Monte Financial Group LLC
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William Leete Location
- Guilford, CT, US
William Leete Work
- 2016 -now Certified Financial Planner™ @
- 2014 -2016 Certified Financial Planner™ and Vice President @ Aegis Wealth Partners
- 2005 -2014 Certified Financial Planner™ and Financial Advisor @
- 2001 -2005 Financial Advisor @
William Leete Education
- University of Connecticut
Bachelor of Science (B.S.) (School of Business)
1988-1993
William Leete Summary
- William Leete, based in Guilford, CT, US, is currently a Certified Financial Planner™ at Monte Financial Group, LLC. William Leete brings experience from previous roles at Aegis Wealth Partners, LPL Financial and UBS Wealth Management. William Leete holds a 1988 - 1993 Bachelor of Science (B.S.) in School of Business @ University of Connecticut. William Leete has 1 emails and 1 mobile phone numbers on RocketReach.
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