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Michael Leonard

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Michael Leonard

First Vice President - Branch Manager | Wells Fargo Advisors

Daytona Beach, Florida, United States

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Michael Leonard

Summary

Michael Leonard is a seasoned financial professional with over 30 years of experience in the financial services industry. Currently serving as the First Vice President and Branch Manager at Wells Fargo Advisors, he specializes in investment strategies, retirement planning, and risk management. Michael's disciplined approach to assessing clients' financial situations and determining their risk tolerance allows him to create tailored investment plans that align with their long-term goals. He has held various leadership roles throughout his career, showcasing his ability to guide teams and foster client relationships. Michael is passionate about helping clients navigate the complexities of wealth management and is known for his commitment to delivering measurable results. His extensive background includes positions at notable firms such as Suntrust Investment Services and Dean Witter Reynolds. He holds a Bachelor of Business Administration in Finance from Stetson University and is dedicated to continuous professional development in the ever-evolving financial landscape.

General

Specialist

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Michael Leonard

Work Experience

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First Vice President - Branch Manager at

Wells Fargo Advisors

June 2015 - Present

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Vice President, Financial Advisor at

SunTrust Investment Services, Inc.

November 2011 - June 2015

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Senior Vice President, Regional Manager & Financial Advisor at

Wells Fargo Advisors

March 1993 - November 2011

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Financial Advisor at

INVEST Financial Corporation

March 1989 - March 1993

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Account Executive at

Morgan Stanley

October 1984 - March 1989

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Michael Leonard

Education

Stetson University, Bachelor Of Business Administration (Bba)

January 1979 - January 1983

Frequently Asked Questions about Michael Leonard

What is Michael Leonard email address?

Michael Leonard's primary email address is ***************@wellsfargoadvisors.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Michael Leonard work for?

Michael Leonard is a First Vice President - Branch Manager at Wells Fargo Advisors, a company specializing in Functions related to depository banking.

Where Michael Leonard graduated from?

Michael Leonard holds a degree in Finance And Financial Management Services from Stetson University.

How can I directly contact Michael Leonard?

To contact Michael Leonard directly, you can use the email address ***************@wellsfargoadvisors.com. Complete contact information is available upon registration with Muraena.

Who is Michael Leonard?

Michael Leonard is a seasoned financial professional with over 30 years of experience in the financial services industry. Currently serving as the First Vice President and Branch Manager at Wells Fargo Advisors, he specializes in investment strategies, retirement planning, and risk management. Michael's disciplined approach to assessing clients' financial situations and determining their risk tolerance allows him to create tailored investment plans that align with their long-term goals. He has held various leadership roles throughout his career, showcasing his ability to guide teams and foster client relationships. Michael is passionate about helping clients navigate the complexities of wealth management and is known for his commitment to delivering measurable results. His extensive background includes positions at notable firms such as Suntrust Investment Services and Dean Witter Reynolds. He holds a Bachelor of Business Administration in Finance from Stetson University and is dedicated to continuous professional development in the ever-evolving financial landscape.

Michael`s contact details

mail

***************@wellsfargoadvisors.com

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