Leo works closely with clients to help them develop a financial road map that allows them to feel confident as they move toward their financial future. He focuses on offering financial education and coaching, portfolio strategy development as well as goal planning and monitoring for the families and individuals we serve. He also has a specialty in investment selection and management. Analytical and driven, Leo enjoys helping others plan for their ideal future by providing sound financial guidance tailored to their goals.
As a CERTIFIED FINANCIAL PLANNER™ professional and, Chartered Financial Analyst® “charterholder” Leo holds two of the most respected and recognized investment designations and possesses the skills needed for high-level, specialized asset-management responsibilities, including security analysis, portfolio management, business reporting and financial planning.
Before joining our team, Leo served as branch manager and municipal securities principal with FBT Investments. He earned a bachelor’s degree from Lincoln Memorial University and a master’s degree in finance from the O.J. Ourso College of Business at Louisiana State University.
Leo is an active member of his community, serving as a board member for A Child’s Wish, a nonprofit wish-granting organization benefiting children in Louisiana who have been diagnosed with life threatening illnesses. Originally from Brazil, he lives in New Orleans with his wife, Lyssa both his sons Lucas and Logan.
Raymond James is not affiliated with the above organizations and/or charitable causes.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.