As a Certified Financial Planner, Leo works closely with clients to help them develop a financial road map. He also possesses the skills needed for specialized asset management as a Chartered Financial Analyst. Before joining Raymond James, Leo served as Branch Manager and Municipal Securities Principal with FBT Investments.
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.