Becky Leonard

Becky Leonard Email and Phone Number

Chief Financial Planner at LINC Wealth Solutions @ LINC Wealth Solutions
Becky Leonard's Location
Conshohocken, Pennsylvania, United States, United States
Becky Leonard's Contact Details

Becky Leonard work email

Becky Leonard personal email

n/a

Becky Leonard phone numbers

About Becky Leonard

Becky Leonard is a Chief Financial Planner at LINC Wealth Solutions at LINC Wealth Solutions. She possess expertise in series 7, wealth management, series 63, portfolio management, financial planning and 9 more skills.

Becky Leonard's Current Company Details
LINC Wealth Solutions

Linc Wealth Solutions

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Chief Financial Planner at LINC Wealth Solutions
Website:
lincwealth.com
Employees:
1
Becky Leonard Work Experience Details
  • Linc Wealth Solutions
    President And Chief Financial Planner
    Linc Wealth Solutions 2014 - Present
    Norristown, Pa
    LINC Wealth Solutions helps young professionals to plan for and achieve their personal financial goals. Our solutions help those in their 20's - 40's payoff debt, invest prudently, educate their children, save on taxes, and plan for their retirement. Our independent and objective advice is available to those making the biggest financial decisions of their lives.
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  • Merrill Lynch
    Wealth Management Advisor
    Merrill Lynch Nov 2012 - Oct 2013
    Media, Pa
    View
  • Sei
    Key Account Manager
    Sei Jul 2011 - Nov 2012
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  • Sei
    Internal Account Executive
    Sei Jul 2007 - Jul 2011
    View

Becky Leonard Skills

Series 7 Wealth Management Series 63 Portfolio Management Financial Planning Investments Investment Advisory Asset Allocation Personal Financial Planning Investment Strategies Retirement Planning College Education Planning Series 65 Tax Managed Investing

Becky Leonard Education Details

Frequently Asked Questions about Becky Leonard

What company does Becky Leonard work for?

Becky Leonard works for Linc Wealth Solutions

What is Becky Leonard's role at the current company?

Becky Leonard's current role is Chief Financial Planner at LINC Wealth Solutions.

What is Becky Leonard's email address?

Becky Leonard's email address is rl****@****lth.com

What is Becky Leonard's direct phone number?

Becky Leonard's direct phone number is +121580*****

What schools did Becky Leonard attend?

Becky Leonard attended University Of Notre Dame - Mendoza College Of Business, Villanova University.

What are some of Becky Leonard's interests?

Becky Leonard has interest in Cooking, Yoga, Reading, College Football, Wine.

What skills is Becky Leonard known for?

Becky Leonard has skills like Series 7, Wealth Management, Series 63, Portfolio Management, Financial Planning, Investments, Investment Advisory, Asset Allocation, Personal Financial Planning, Investment Strategies, Retirement Planning, College Education Planning.

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