Derek Leonard
- Role
- Financial Advisor & Certified Financial Plannertm at Morgan Stanley
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
About Derek Leonard
Derek serves as a financial advisor to individuals, families, and businesses across the…
Experience
Financial Advisor & Certified Financial Plannertm
Oct 2017 — Present
2023 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: Asset allocation does not guarantee a profit or protect against a loss in a declining financial market. For more information on the designation(s) listed, go to https://fa.morganstanley.com/derek.leonard/
Skills
- Strategic Planning
- Wealth Preservation Planning
- Alternative Investments
- Ira Rollovers
- Investment Strategies
- Risk Management
- Estate Investment Planning
- Retirement Planning
- Insurance
- Multi-Generational Planning
- Exchange Traded Funds (Etf)
- Investments
- 401k Rollovers
- Tax-Efficient Strategies
- Financial Advisory
- Asset Allocation
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.