Leidy Dreispiel
MBA | Associate Vice President, Investments-Raymond James
- Role
- Financial Advisor at Raymond James
- Location
- Miami, FL, US
- LinkedIn followers
- 500 followers
Experience
Financial Advisor
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
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