Bill Leonard, Ctfa, Cisp Email & Phone Number

Coppell, Tx, Us

Fort Worth, Texas, United States

Work with high net worth client to accomplish their wealth plans and goals. Lead a team of experienced wealth specialists in building teamwork, revenue growth, client retention & satisfaction, coordination in delivering specialty services such as oil & gas and real estate as well as risk management..

Fort Worth, Texas, United States

Senior Wealth Strategist developing wealth plans for Private Bank clients. This entails cash flow analysis, estate document review with summary and flow charts, as well as evaluating beneficiary designations and ramifications of account ownership/titling. These are updated at least annually and more frequently, based on clients’ changing needs.

Addison, Tx

Manage 59 relationships with market value in excess of $612 million, generating fee revenue over $4.2 million. Primary responsibilities include complex fiduciary solutions, retirement & wealth planning, comprehensive asset management, and pro-active client & COI communication – in an integrated, multi-discipline environment. Experience covers Personal & Charitable Trusts, Investment Management Agencies, Estates, Custodies, and IRAs.

Dallas, Tx

Responsible for all client contact for newly formed Registered Investment Advisor, including determining asset allocation & investment objectives, tax payments, IRA RMDs, amortization schedules and estate/wealth management guidance. Assistant compliance officer handling various regulatory oversight and reporting.

Dallas, Tx

Manage Texas IM&T Division (Dallas, Austin, Houston). Responsibilities (direct and indirect) for Administration, Investments, Sales, Trust Operations and Specialty staff (14 exempt and 7 non-exempt). Division assets $672.8 million, 480 accounts and $3.7 million of fees. Revenue growth accelerated from 1.6% (2005) to 9.6% (2006) and 10.2% (2007). Assets grew from $446.5 million (2004) to $700.8 million (2007), a 57% rate. 2006 Audit received highest rating.

Dallas, Tx

Managed Texas Fiduciary Services Group (Dallas, Austin, Houston - five exempt staff and four assistants). Division assets $563 million, 484 accounts and $3.0 million of fees. Also personally managed a diverse client base (trusts, agencies, IRAs) comprised of 121 accounts, 33 relationships, $242 million in assets, and $793,000 fee revenue. Drafted new procedures for TUPIA implementation and Reg 9 compliance. Successfully navigated through challenging HR issues (2002-05). Experience with business development, mediation, risk management and audit/compliance issues. Assisted in elevating internal audit from “Needs Improvement” (2002) to “Satisfactory” (2003). External examination rating for 2004 - “1” (highest).

Dallas, Tx

Managed 140 accounts with market value in excess of $173 million, generating fee revenue over $916,000. Assets under management increased 225%; fee income up 202%. Primary responsibilities included financial and retirement planning, investment/portfolio management, asset allocation decisions, and pro-active client communication. Experience covered Personal Trusts, Estates, Custodies, Agencies, IRAs and Escrows. Averaged new IM&T fees $96,500. High of $208,535 (2005). Served as the initial Texas UBS/PaineWebber-Comerica Alliance trust specialist. Dealt with complex fiduciary issues. Additional duties encompassed aggressive calling and cross-selling programs, investment analysis and general financial planning.

Wichita Falls, Texas

Handled 125 accounts with market value in excess of $82 million, generating fee revenue over $396,000. Assets under management increased 63%. Primary responsibilities similar to those at Comerica. Oversaw securities trading. Coordinated all IRS Quarterly Tax reporting.

Sherman/Denison, Texas

Denison, Tx