What is Crpc Brian Leone Cpfa email address?

Crpc Brian Leone Cpfa's primary email address is ***********@ml.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Crpc Brian Leone Cpfa work for?

Crpc Brian Leone Cpfa is a Senior Financial Advisor, Asst. Vice President at Merrill Lynch Wealth Management at Merrill Lynch, a company specializing in Monetary Authorities-Central Bank.

Where Crpc Brian Leone Cpfa graduated from?

Crpc Brian Leone Cpfa holds a degree in Education from Temple University.

How can I directly contact Crpc Brian Leone Cpfa?

To contact Crpc Brian Leone Cpfa directly, you can use the email address ***********@ml.com. Complete contact information is available upon registration with Muraena.

Who is Crpc Brian Leone Cpfa?

Brian Leone is a seasoned financial advisor with over 20 years of experience in the financial services industry. He currently serves as a Senior Financial Advisor at Merrill Lynch Wealth Management, where he specializes in crafting tailored wealth management strategies for affluent clients. Brian's expertise spans a wide array of financial disciplines, including retirement planning, estate planning, and investment management, making him a trusted resource for clients navigating complex financial landscapes. He holds prestigious designations such as Chartered Retirement Planning Counselor and Certified Plan Fiduciary Advisor. Brian has been recognized by Forbes and Financial Times for his exceptional advisory services. His educational background in Education from Temple University complements his professional journey, highlighting his commitment to lifelong learning. Outside of work, Brian cherishes family time and enjoys exploring local attractions with his wife and three children.