Leeman
Sr. Vice President, Wealth Management Advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
- Role
- Merrill Lynch
- Location
- Columbus, OH, US
- LinkedIn followers
- 500 followers
About Leeman
37 years helping high net worth individuals and small and medium-sized businesses…
Experience
Present
Skills
- 401k
- Series 63
- Retirement
- Portfolio Management
- Financial Advisory
- Management
- Wealth Management
- Asset Allocation
- Mutual Funds
- Series 7
- Estate Planning
- Strategic Planning
- Microsoft Office
- Investment Advisory
- Alternative Investments
- Investments
- Financial Planning
- Retirement Planning
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