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Leonard Schmidt

Leonard Schmidt

Senior Financial Advisor, Vice President | Merrill Lynch

Boston, Massachusetts, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Organisational experience

Corporate Experience

Leonard Schmidt

Work Experience

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Senior Financial Advisor, Vice President at

Merrill Lynch

June 2008 - Present

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Branch Manager, VP, Financial Advisor at

MORGAN STANLEY ADMINISTRADORA DE CARTEIRAS S/A

June 1996 - June 2008

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Financial Advisor at

MORGAN STANLEY ADMINISTRADORA DE CARTEIRAS S/A

October 1990 - May 1996

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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

mail

***************@morganstanley.com

***********@ml.com

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