Richard G. “Dick” Leffler Jr. is an accomplished Investment Advisor Representative and CPA with over 25 years of experience in financial industries. He holds a Bachelor of Arts from Grove City College and a Master of Science in accounting from The University of Akron. Dick also holds Series 7 and 66 securities licenses and Ohio Life and Health Insurance licenses. He was formerly a Chartered Global Management Accountant.
Since joining Raymond James in 1996, he has been committed to helping clients achieve their financial goals through personalized, tax-efficient strategies that foster long-term success. Dick’s goal is to help his clients achieve a financially comfortable lifestyle, both in pre-retirement and beyond.
What truly sets Dick apart is his unique role as both a financial advisor and a CPA. This combination allows him to offer clients a comprehensive, well-rounded approach to financial planning, helping to make sure their needs are met from every angle. Known for his trustworthiness and understanding demeanor, Richard aims to reduce the financial fears and concerns of his clients by reassuring them that they are working with someone who is always looking out for their best interests.
Outside of work, Richard enjoys sailing, cycling and photography. He and his wife, Barbara, have been married since 1985 and cherish time spent with their son, daughter, and six grandsons! Additionally, he gives back to his community as an active member of the Rotary Club of Massillon where he has served as treasurer since 1994.
Raymond James does not provide accounting or tax services.
Raymond James is not affiliated with the above organizations and/or charitable causes.
