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Leonard Schmidt
Leonard Schmidt
Senior Financial Advisor, Vice President | Merrill Lynch
Boston, Massachusetts, United States
Leonard Schmidt
Summary
Leonard Schmidt is a seasoned financial advisor with over two decades of experience in wealth management. Currently serving as Vice President and Senior Financial Advisor at Merrill Lynch, he leads a team dedicated to providing tailored wealth and liability management services to high-net-worth individuals and families. Leonard's approach emphasizes personalized service and technical expertise, ensuring clients receive independent and unbiased recommendations. His career began at Morgan Stanley, where he held various roles culminating in Branch Manager. A graduate of Bentley University, he combines academic knowledge with practical experience to navigate complex financial landscapes. Leonard is known for his commitment to client relationships and proactive communication, fostering trust and long-term partnerships. His extensive background in the banking industry positions him as a knowledgeable resource for financial strategies.
Leonard Schmidt
Work Experience
Senior Financial Advisor, Vice President at
Merrill Lynch
June 2008 - Present
Branch Manager, VP, Financial Advisor at
MORGAN STANLEY ADMINISTRADORA DE CARTEIRAS S/A
June 1996 - June 2008
Financial Advisor at
MORGAN STANLEY ADMINISTRADORA DE CARTEIRAS S/A
October 1990 - May 1996
Leonard Schmidt
Education
Bentley University, Bachelor's Degree
January 1984 - January 1988
Foxborough High School, High School Diploma/Ged
January 1980 - January 1984
Frequently Asked Questions about Leonard Schmidt
What is Leonard Schmidt email address?
Leonard Schmidt's primary email address is ***************@morganstanley.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Leonard Schmidt work for?
Leonard Schmidt is a Senior Financial Advisor, Vice President at Merrill Lynch, a company specializing in Monetary Authorities-Central Bank.
Where Leonard Schmidt graduated from?
Leonard Schmidt holds a degree in from Bentley University.
How can I directly contact Leonard Schmidt?
To contact Leonard Schmidt directly, you can use the email address ***************@morganstanley.com. Complete contact information is available upon registration with Muraena.
Who is Leonard Schmidt?
Leonard Schmidt is a seasoned financial advisor with over two decades of experience in wealth management. Currently serving as Vice President and Senior Financial Advisor at Merrill Lynch, he leads a team dedicated to providing tailored wealth and liability management services to high-net-worth individuals and families. Leonard's approach emphasizes personalized service and technical expertise, ensuring clients receive independent and unbiased recommendations. His career began at Morgan Stanley, where he held various roles culminating in Branch Manager. A graduate of Bentley University, he combines academic knowledge with practical experience to navigate complex financial landscapes. Leonard is known for his commitment to client relationships and proactive communication, fostering trust and long-term partnerships. His extensive background in the banking industry positions him as a knowledgeable resource for financial strategies.
Leonard`s contact details
***************@morganstanley.com
***********@ml.com
Colleagues
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Senior Financial Advisor, Vice President
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Financial Advisor, First Vice President
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