Financial markets challenge us all. The economy goes through cycles, global events affect the market and tax laws change. Given these complexities it is critical that you have investments tailored to meet your needs. I want to know what is important to you before you invest your money. Working closely with you, your tax and legal professionals, I will use an established process to build a personalized strategy to help you reach your goals and partner with you throughout your life to help keep you on track.
I held several management positions with DuPont, Sterling Diagnostic Imaging and Agfa prior to becoming a financial advisor with Edward Jones in 2000. Clients draw on my experience as a leader, a consultant and as a financial advisor to help their families with wealth strategies to support themselves and those they care most deeply about.
I earned my bachelor's degree in chemistry from Virginia Tech, and in 2009 I received the CFP® professional designation. The Certified Financial Planner Board of Standards Inc. awards the CFP® certification to individuals who pass the CFP® certification examination, who meet the board's requirements for professionalism in financial services, agree to abide by the CFP® Board's Code of Ethics and Professional Responsibility, and comply with the Financial Planning Practice Standards.
My wife, Martha, and I have three children and five grandchildren. Originally from the Philadelphia area, Martha and I have lived in Zirconia since 1997.
My registered senior branch office administrator, Vivian Adams, has 18 years of experience and is dedicated to providing the highest level of service possible. With advanced technology and support from our home office associates, our team is committed to provide you with excellent personalized service to understand and meet your unique goals and needs.
Phone NumberBud Leonard at (828) 692-2712
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More