Luis Leon
Senior Vice President and Private Wealth Advisor at U.S. Bank
- Role
- Senior Vice President, Private Wealth Advisor at U.S. Bank
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Luis Leon
As a Private Wealth Advisor, I am responsible for providing comprehensive wealth…
Experience
Senior Vice President, Private Wealth Advisor
Sep 2023 — Present · Houston, TX, US
Provide comprehensive wealth management strategies tailored to clients’ specific needs. These strategies encompass Investment Management, Private Banking, Trust and Estate Services, and Wealth Planning.
Education
The University of Texas at Austin
BA, Economics
1985 — 1990
Skills
- Estate Planning
- Retirement
- Annuity Sales
- Succession Planning
- 401k Rollovers
- Key Person Insurance
- Business Insurance Planning
- Life Insurance
- Wealth
- Asset Protection
- Wealth Transfer Strategies
- Customer Satisfaction
- Retirement Planning
- Sales
- Lifetime Income Strategies
- Investment Strategies
- Education Funding Strategies
- Buy-Sell Agreements
- Investments
- Series 6
- Wealth Preservation Planning
- Building Relationships
- Life Insurance Strategies
- Leadership
- Relationship Management
- Financial Services
- Risk Management
- Legacy Planning
- Business Succession Planning
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