When it comes to helping clients achieve their financial goals, Lenny has more than 20 years of professional experience. Having a distinctive lineage in private wealth management as a second-generation advisor in his family, Lenny strives to deliver a high professional standard with discipline.
Lenny specializes in delivering asset management and retirement planning strategies for clients. He earned his Bachelor of Science degree from the University of Tampa, and holds the Investment Management Consulting designation from the Raymond James Institute of Investment Management. The Investment Management Consultant designation is awarded to those who complete the Raymond James Institute of Investment Management Consulting program.
He enjoys spending time with his family, and a good game of golf. Away from the office he trains as a member of the world class Gracie Jiu-Jitsu Academy of Miami. He is a Brazilian Jiu-Jitsu Black Belt and official representative of legendary Grandmaster Helio Gracie in Florida. In 2022, he was awarded his Jiu-Jitsu instructors Blue Bar under professor V. Cambas, and the Valente brothers of Rio de Janeiro, Brazil.
Lenny has lived in Weston for over 20 years with his wife, Toni, and their children, Michael and Alexa.
The Investment Management Consulting designation is awarded to those who completed the Raymond James Institute of Investment Management Consulting Program.*
Raymond James is not affiliated with the above organizations and/or charitable causes.
