Leidy Dreispiel

MBA | Associate Vice President, Investments-Raymond James

Role
Financial Advisor at Raymond James
Location
Miami, FL, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

Experience

  1. Financial Advisor

    Raymond James

    Jun 2025 — Present · Miami, FL, US

    Cultivate and maintain long-term client relationships through personalized financial guidance, enhancing client trust and satisfaction. • Develop comprehensive financial plans tailored to individual client needs, resulting in improved financial outcomes. • Manage diversified investment portfolios that are tailored to client\'s risk and objectives. • Assist families with legacy planning, ensuring smooth wealth transfer to the next generation.

Education

  • University of Florida - Warrington College of Business

    MBA

    2009 — 2010

  • Florida International University

    Bachelor

    2002 — 2006

  • University of Florida

    MBA

    2009 — 2010

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.

Leidy Dreispiel — Financial Advisor at Raymond James in Miami, FL, US | Unifers