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Cfp John Leroy
Cfp John Leroy
Private Wealth Advisor and Founder of LeRoy Wealth Management Group | Summit Financial
Parsippany-Troy Hills, New Jersey, United States
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.
Cfp John Leroy
Work Experience
Private Wealth Advisor and Founder of LeRoy Wealth Management Group at
Summit Financial
August 1991 - Present
Cfp John Leroy
Education
College for Financial Planning, Certified Financial Planner™ (Cfp®)
January 1997 - January 1999
Middletown South HS
January 1984 - January 1987
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
******@summitfinancial.com
Colleagues
Deputy Chief Investment Officer
Chief Legal Officer
Executive Director
President and CEO of The Private Client Group ~ Wealth Management, LLC
Chief Technology Officer
Chief Operating Officer & Vice President
Vice President
Chief Administrative Officer (CAO)
Vice President
Chief Financial Officer and Vice President