Our Team
 As a financial advisor with Raymond James & Associates, Chris Leeper enjoys working in an independent environment that encourages him to always do what is best for his clients. His relationship with the firm offers access to a full complement of investment alternatives, as well as support from nearly 3,500 associates and respected industry experts at the firm’s international headquarters, ongoing educational opportunities, and cutting-edge technology designed to help him service clients effectively and efficiently.
By offering a wide range of investment and financial planning services, Chris is committed to helping individuals and families achieve their financial goals. Specializing in asset allocation, as well as college, retirement and estate planning, he works with clients to develop comprehensive plans customized for each person’s individual needs. Chris graduated from the University of North Carolina at Greensboro in 1993 with a bachelor’s degree in business. He is a Certified Financial Planner. professional and also holds series 7, 63, 65 and insurance licenses. Chris Leeper was recognized in On Wall Street 2007 "Top 40 Under 40" issue.
Originally from Asheville, NC, Chris currently resides in Jacksonville. He enjoys spending time with his wife, Aly, and their three children, Katie, Grace and Emily. Chris takes pride in community involvement. He has mentored underprivileged children with the MaliVai Washington Foundation and served on the fund-raising committee for that organization.
When not working with clients, Chris enjoys golfing, playing tennis, reading and coaching soccer.
 Membership in the Chairman's Council is reserved for an elite group of Raymond James Financial Advisors who adhere to the highest standards of service for their clients and who display exemplary professional growth.
 An experienced, attentive advisor, Adam Meinrod helps his clients develop, implement and monitor financial plans – with each plan personalized based on each individual’s goals, risk tolerance and time horizon. By listening to clients and seeking to fully understand their needs, he is dedicated to assisting individuals and families meet their financial objectives.
Strong relationships are important to Adam, whether a client is new or someone he has worked with for several years. That’s one reason of the reasons he chose to affiliate with Raymond James & Associates. The firm understands and supports his practice not only by providing quality investment alternatives and outstanding service, but by respecting the relationships he has with his clients.
Adam earned his bachelor’s degree in economics from the United States Naval Academy. After graduating in 1986, he continued his military career as a naval aviator and flew in 29 combat missions during Desert Storm. He is a Certified Financial Planner. professional and currently holds the series 7, 63, 65 and insurance licenses.
Originally from Lima, OH, Adam currently resides in Hampton Glen in Baymeadows with his wife, Annette. They have three children, Ben, Chris and Luke. A strong supporter of his community, Adam has served as a mentor for the MaliVai Washington Foundation and is the 2011 Board Chairman. He also serves as a mentor for the "Take Stock in Children" Foundation. In addition to playing tennis and golf, he is very active in his children’s lives and enjoys coaching their sports teams.
Membership in the Chairman's Council is reserved for an elite group of Raymond James Financial Advisors who adhere to the highest standards of service for their clients and who display exemplary professional growth.
 Karen earned her Bachelor of Science from the University of Southern New Hampshire. She has been in the investment industry for more than 14 years (firms include Barnett Securities, AG Edwards, UBS and Raymond James & Associates) and joined our team in 2006. She holds Series 7 and 63 licenses. Prior to entering the investment industry, she proudly served our country in the Navy for seven years. Karen's busy schedule includes her full-time, demanding role as our registered service associate while balancing time with her two daughters, as well as volunteering and running.
 Judy is originally from Seattle, Washington. She holds Series 7 and 63 licenses and has been in the financial investment industry since 1984. As our registered service associate, Judy has the experience and knowledge to answer most client questions regarding statements, 401(k) rollovers to IRAs, beneficiaries, funds disbursements, transfers and cashless stock options exercises. She's been an asset to our team for four years. Judy and her husband love spending time with their families.
 Lisa has been with the Meinrod & Leeper Wealth Management team for over 10 years. She manages our marketing, communications and business development department, as well as coordinates all of our client seminars/events. She received her Bachelor of Science degree from Florida State University and holds Series 7, 63 and 65 licenses. Lisa and her husband enjoy time with their family in Melbourne, Florida, as well as playing sports and watching college football together.
 Paula has a strong administrative background in the sales and insurance fields. She is from Long Island, New York and is glad to finally be in the Florida sunshine! In between New York and Florida, she spent nearly 30 years in Atlanta, Georgia. Paula wears many hats for our team. She greets clients as they arrive in the office, is responsible for data integrity and assists with all communication and marketing projects. She joined our team April of 2007. Paula is a proud mother. Her son recently graduated Cum Laude from the University of Georgia!
|
