Leonard focuses on providing comprehensive wealth and investment management services to corporate executives, entrepreneurs and other wealthy individuals and their families. Leonard’s extensive experience in the financial services industry spans four and a half decades. In 2020, he affiliated himself with Securities America and then joined Symboliq Wealth Management shortly thereafter. Leonard’s career in finance has also included lengthy tenures at Ladenburg Thalmann Advisory Services arm Investacorp Inc, Summit Brokerage Services, Janney Montgomery Scott, Morgan Stanley, and Dean Witter Reynolds, Inc.

Leonard earned a Bachelor of Science degree in business administration from the University of Florida. In 2009, he went on to complete the Graduate Wealth Management Certification program from the distinguished University of Pennsylvania, The Wharton School.

Leonard’s professional licenses include the Series 5, Series 7, Series 63, and the Florida (2-15) Insurance License for Life, Health, Long-Term Care.

With more than 48 years of providing sound financial guidance to clients, Leonard has proven his leadership abilities in investment management. His attention to detail, examination of income and spending needs, as well as breadth of investment experience, make Leonard a tremendous asset for any client focused, and strategic Wealth Management Firm.

Over the years, Leonard’s patient counseling has improved clients’ understanding of financial circumstances, has helped them establish short and long-term financial goals, and has brought clarity to actions required to achieve those various financial goals.

Outside of the office Leonard enjoys spending time with his family in Maitland, Florida, where he lives with his wife Donna, four children, and three grandchildren.