Andrew Leon
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Andrew Leon Email & Phone Number

Operations Associate at SGH Wealth Management
Location: Detroit Metropolitan Area, United States 3 work roles 2 schools
1 work email found @lvmcapital.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email a****@lvmcapital.com
LinkedIn Profile matched
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Current company
SGH Wealth Management
Role
Operations Associate
Location
Detroit Metropolitan Area, United States
Company size
5 employees

Who is Andrew Leon? Overview

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Quick answer

Andrew Leon is listed as Operations Associate at SGH Wealth Management, a with 5 employees, based in Detroit Metropolitan Area, United States. AeroLeads shows a work email signal at lvmcapital.com and a matched LinkedIn profile for Andrew Leon.

Andrew Leon previously worked as Financial Planning Intern at Lvm Capital Management and Peer Financial Coach at Sanford Center For Financial Planning And Wellness. Andrew Leon holds Bachelor Of Business Administration - Bba, Personal Financial Planning from Western Michigan University - Haworth College Of Business.

Company email context

Email format at SGH Wealth Management

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{first_initial}{last}@lvmcapital.com
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AeroLeads found 1 current-domain work email signal for Andrew Leon. Compare company email patterns before reaching out.

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Profile bio

About Andrew Leon

I am an Operations Associate at SGH Wealth Management in Lathrup Village, MI, a fee-only Registered Investment Advisory Firm. I hold a Bachelor of Business Administration with a concentration in Personal Financial Planning from Western Michigan University, and am eager to apply my knowledge and skills to serve clients while contributing to the firm's success. I consider myself to be detail-oriented, self-motivated, and a dedicated team member. Soon, I plan to sit for the CFP® Board Certified Exam, and eventually obtain my CFP® certification. Additionally, I am interested in learning about financial analysis and will consider obtaining a CFA designation. Within the realm of Financial Planning, my interests lie in financial therapy/wellness and tax planning strategies.Feel free to reach out to me, I would love to connect with you.

Current workplace

Andrew Leon's current company

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SGH Wealth Management
Sgh Wealth Management
Operations Associate
southfield, michigan, united states
Website
sghwm.com
Employees
5
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3 roles

Andrew Leon work experience

A career timeline built from the work history available for this profile.

Operations Associate

Current
Sgh Wealth Management

Lathrup Village, Michigan, United States

SGH Wealth Management is an independent and experienced financial planning & asset management firm. We provide clients personalized guidance in wealth accumulation and asset management in order to attain financial goals. Our comprehensive approach is aimed to help our clients lead more satisfying and fulfilling lives. As a client, you will feel at ease, no matter where you are nationwide, knowing that you will receive one on one attention and technology-based platforms that simplify a complicated subject. We serve Executives, Business Owners, Institutional Investors and Professional Athletes.

May 2023 - Present
Team & coworkers

Colleagues at SGH Wealth Management

Other employees you can reach at sghwm.com. View company contacts for 5 employees →

JR Jeff Remillet, Cfp® Jeff Remillet, Cfp® Colleague at Sgh Wealth ManagementGrosse Pointe, Michigan, United States View → MT Michael Tommy Michael Tommy Colleague at Sgh Wealth ManagementDetroit Metropolitan Area, United States View → D“ Daniel “Jack” Sippell Daniel “Jack” Sippell Colleague at Sgh Wealth ManagementDetroit Metropolitan Area, United States View → AK Abhishek Kumar Abhishek Kumar Colleague at Sgh Wealth ManagementBihar, India View → BS Bryan Schneider Bryan Schneider Colleague at Sgh Wealth ManagementAnn Arbor, Michigan, United States View →
2 education records

Andrew Leon education

High School Diploma

Walled Lake Central High School
FAQ

Frequently asked questions about Andrew Leon

Quick answers generated from the profile data available on this page.

What company does Andrew Leon work for?

Andrew Leon works for SGH Wealth Management.

What is Andrew Leon's role at SGH Wealth Management?

Andrew Leon is listed as Operations Associate at SGH Wealth Management.

What is Andrew Leon's email address?

AeroLeads has found 1 work email signal at @lvmcapital.com for Andrew Leon at SGH Wealth Management.

Where is Andrew Leon based?

Andrew Leon is based in Detroit Metropolitan Area, United States while working with SGH Wealth Management.

What companies has Andrew Leon worked for?

Andrew Leon has worked for Sgh Wealth Management, Lvm Capital Management, and Sanford Center For Financial Planning And Wellness.

Who are Andrew Leon's colleagues at SGH Wealth Management?

Andrew Leon's colleagues at SGH Wealth Management include Jeff Remillet, Cfp®, Michael Tommy, Daniel “Jack” Sippell, Abhishek Kumar, and Bryan Schneider.

How can I contact Andrew Leon?

You can use AeroLeads to view verified contact signals for Andrew Leon at SGH Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Andrew Leon attend?

Andrew Leon holds Bachelor Of Business Administration - Bba, Personal Financial Planning from Western Michigan University - Haworth College Of Business.

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