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Early Life and Education

Mark Leonhard grew up in Piscataway, New Jersey. He pursued higher education at Rutgers University, where he majored in Economics and Finance. This strong academic foundation set the stage for his successful career in the financial industry.

Professional Journey

Mark's career began at Merrill Lynch, where he dedicated 25 years to helping clients achieve their financial goals. He then spent 9 years at Wells Fargo, further honing his expertise. Since 2018, Mark has been with Raymond James, where he currently serves as a First Vice President, Wealth Management, Certified Financial Planner professional and Private Wealth Advisor.

Mark has earned the Private Wealth Advisor designation from Raymond James. This designation reflects his experience in managing the financial concerns of families, individuals and organizations of significant wealth, and his mastery of methods and resources necessary to support their expansive financial interests.

Individuals certified by the CFP Board have taken the extra step to demonstrate their professionalism by voluntarily submitting to the rigorous CFP® certification process. This process includes demanding education, examination, experience, and ethical requirements, known as "the four E’s." These standards help ensure that the financial planning practitioner you select is both competent and ethical, providing a sense of confidence in their ability to help you plan for your future.

Mark's passion lies in identifying potential risks that could disrupt his clients' financial plans and finding solutions to help ensure they can maintain the lifestyle they have always dreamed of, both before and during retirement.

Personal Life

Mark resides in Bedminster, New Jersey, with his wife Maria, to whom he has been married for 32 years. They have two children: Mark Jr., an attorney in Massachusetts, and Amanda, who is about to start her medical residency.

In their free time, Mark and Maria enjoy traveling, taking classes at the gym, and discovering new restaurants.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER™, CFP^® (with plaque design) and CFP^® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Raymond James and its advisors do not offer any tax advice.

Private Wealth Advisor is a designation awarded by Raymond James to financial advisors who have demonstrated mastery in anticipating and managing the expansive financial needs of high-net-worth individuals, families and organizations.