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Cfp John Leroy

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Cfp John Leroy

Private Wealth Advisor and Founder of LeRoy Wealth Management Group | Summit Financial

Parsippany-Troy Hills, New Jersey, United States

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Cfp John Leroy

Summary

John Leroy is a dedicated financial services professional based in New York, specializing in asset management and financial planning. With a focus on responsible investment strategies and retirement planning, he has a track record of helping clients navigate complex financial landscapes. His expertise extends to insurance planning and working with the IRS, showcasing his commitment to providing intelligent solutions for successful individuals. Recognized as one of the Top 100 Financial Planners by New Jersey Monthly Magazine in 2014, John has established himself as a trusted advisor in his field. Although his LinkedIn profile lacks extensive details on his experience and education, his accolades suggest a strong professional reputation. John’s approach is characterized by a blend of analytical skill and personal integrity, making him a valuable asset in the financial services industry.

General

Specialist

Technical Background

Moderate Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Organisational experience

Corporate Experience

Cfp John Leroy

Work Experience

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Private Wealth Advisor and Founder of LeRoy Wealth Management Group at

Summit Financial

August 1991 - Present

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Cfp John Leroy

Education

College for Financial Planning, Certified Financial Planner™ (Cfp®)

January 1997 - January 1999

Middletown South HS

January 1984 - January 1987

Lehigh University

January 1991

Frequently Asked Questions about Cfp John Leroy

What is Cfp John Leroy email address?

Cfp John Leroy's primary email address is ******@summitfinancial.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Cfp John Leroy work for?

Cfp John Leroy is a Private Wealth Advisor and Founder of LeRoy Wealth Management Group at Summit Financial, a company specializing in Monetary Authorities-Central Bank.

Where Cfp John Leroy graduated from?

Cfp John Leroy holds a degree in from College for Financial Planning.

How can I directly contact Cfp John Leroy?

To contact Cfp John Leroy directly, you can use the email address ******@summitfinancial.com. Complete contact information is available upon registration with Muraena.

Who is Cfp John Leroy?

John Leroy is a dedicated financial services professional based in New York, specializing in asset management and financial planning. With a focus on responsible investment strategies and retirement planning, he has a track record of helping clients navigate complex financial landscapes. His expertise extends to insurance planning and working with the IRS, showcasing his commitment to providing intelligent solutions for successful individuals. Recognized as one of the Top 100 Financial Planners by New Jersey Monthly Magazine in 2014, John has established himself as a trusted advisor in his field. Although his LinkedIn profile lacks extensive details on his experience and education, his accolades suggest a strong professional reputation. John’s approach is characterized by a blend of analytical skill and personal integrity, making him a valuable asset in the financial services industry.

Cfp`s contact details

mail

******@summitfinancial.com

Colleagues

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Noreen Brown

Deputy Chief Investment Officer

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Barbara Matin Hawkesworth

Chief Legal Officer

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Gregory Troccoli

Executive Director

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Steve Lieberman

President and CEO of The Private Client Group ~ Wealth Management, LLC

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Steve Pfundstein

Chief Technology Officer

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Michael Bremer

Chief Operating Officer & Vice President

Mickey Moran

Vice President

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Sarah Rich

Chief Administrative Officer (CAO)

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Joseph Rowek

Vice President

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Mara Stempler

Chief Financial Officer and Vice President

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