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David Leger Email & Phone Number
Retired
at
Retired
1 work email found
@jpmorgan.com
2 phones found area 877 and 866
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✓ Verified July 2026
4 data sources
Profile completeness 100%
Who is David Leger? Overview
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Quick answer
David Leger is listed as Retired at Retired, based in Greater Boston, United States. AeroLeads shows a work email signal at jpmorgan.com, phone signal with area code 877, 866, and a matched LinkedIn profile for David Leger.
David Leger previously worked as Executive Director | Banker | J.P. Morgan Private Bank at J.P. Morgan Private Bank and Wealth Advisor-Senior Vice President at Wells Fargo Private Bank. David Leger holds Bachelor'S Degree, Business Administration And Management, General from Norwich University.
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{first}.{last}@jpmorgan.com
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Profile bio
About David Leger
As an Executive Director and Private Banker at J.P. Morgan Private Bank, my primary focus is on advising entrepreneurs, executives and other professionals who have accumulated capital over the course of their successful careers or through the financial exits of their privately held companies. I address the complexities of wealth management, sophisticated planning strategies and multi-generational transfer.I grew up in a family business, and I understand the emotional and financial dynamics that stakeholders must consider. My approach is to listen carefully to the details of what’s important to each individual and explore these factors. For business owners transitioning out of their enterprises, I guide them throughout the transaction to ensure they are personally and financially prepared for life after the liquidity event. I educate clients about the full breadth of needs across the financial spectrum—banking, lending, investing and more. My clients benefit from my seasoned background and opportunistic approaches.
Listed skills include Exit Planning Strategies, Investments, Investment Management, High Net Worth Individuals, and 41 others.
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7 roles
David Leger work experience
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Executive Director | Banker | J.P. Morgan Private Bank
Current“J.P. Morgan Private Bank” is the brand name for the private banking business within JPMorgan Chase & Co. (JPM). JPMorgan Chase Bank, N.A. and its affiliates (collectively "JPMCB") offer investment products, which may include bank-managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC ("JPMS"), a member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMCB, JPMS and CIA are affiliated companies under the common control of JPM.INVESTMENT AND INSURANCE PRODUCTS: ● NOT A DEPOSIT ● NOT FDIC INSURED ● NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY ● NO BANK GUARANTEE ● MAY LOSE VALUEJPM, reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Communications are for US residents only, subject to these disclosures: http://www.jpmorgan.com/pages/disclosures/email.The opinions expressed by the profile creator may not reflect those of JPM. Information or content made available on this profile (including strategies or views) is intended for informational purposes only. It should not be relied upon as individually tailored advice and is not an offer to buy, hold or sell any investment, financial instrument or strategy. JPM will not accept any orders via LinkedIn or its messaging systems. JPM does not provide tax or legal advice, and is not responsible for third-party posted content. Experience, skills or awards are not indications of future results. "Likes", "Favorites" or similar functionality on social media sites should not be considered a positive reflection of actual client experiences or services offered by JPM. Additional important information: https://am.jpmorgan.com/private-bank/public/gl/en/important-information-sm.
Jan 2022 - Present
Wealth Advisor-Senior Vice President
I am a Wealth Advisor who focuses on working with small to middle market business owners planning for strategic exit.I work with both business owners and high net worth clients in assisting them to effectively manage their wealth. I help the client identify each of their unique goals, and then coordinate a team of specialists to implement a custom and comprehensive wealth plan designed to help them accomplish those goals. Having grown up in a family business, I believe that I bring a unique perspective on the transitioning process. Prior to joining Wells Fargo & Company, I was the Managing Partner at a boutique exit planning firm in Boston. I have over 25 years experience working for some of the largest wealth management firms in the industry.
Dec 2019 - Jan 2022
Managing Partner
As Managing Partner of New England Exit Planning Advisors, I helped small to mid-market business owners create a clear path for strategic exits.
Oct 2017 - Dec 2019
Senior Wealth Director / Exit Strategist
I worked with a diverse portfolio of multi-million dollar businesses, providing exit-planning strategies to help them assess readiness to sell their businesses or prepare for acquisition and provided a comprehensive plan to help them in meeting their financial objectives after the sale.KEY CONTRIBUTIONS:✦ Gained deep insight and understanding of client situations, anticipating needs and proposing solutions to help ensure sound decision-making for the future.✦ Designed investment portfolios customized to suit each client’s risk tolerance, goals, and expectations, as well as creating a road map for exits.
Jun 2010 - Oct 2017
Private Client Adviser, Senior Business Development Officer
Leveraging relationships with referral partners to build a strong account base of high net worth individuals and business owners, I maintained a loyal client base by creating diversified portfolios tailored to meet clients’ needs.
Jun 2004 - Jun 2010
Wealth Transfer Strategist
As a wealth transfer strategist, I played a key role in business development and growth for the company.
Feb 1994 - Jun 2004
2 education records
David Leger education
Bachelor'S Degree, Business Administration And Management, General
Executive School For Commercial Lending Certificate
FAQ
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What company does David Leger work for?
David Leger works for Retired.
What is David Leger's role at Retired?
David Leger is listed as Retired at Retired.
What is David Leger's email address?
AeroLeads has found 1 work email signal at @jpmorgan.com for David Leger at Retired.
What is David Leger's phone number?
AeroLeads has found 2 phone signal(s) with area code 877, 866 for David Leger at Retired.
Where is David Leger based?
David Leger is based in Greater Boston, United States while working with Retired.
What companies has David Leger worked for?
David Leger has worked for Retired, J.P. Morgan Private Bank, Wells Fargo Private Bank, New England Exit Planning Advisors, and Bny Mellon Wealth Management.
How can I contact David Leger?
You can use AeroLeads to view verified contact signals for David Leger at Retired, including work email, phone, and LinkedIn data when available.
What schools did David Leger attend?
David Leger holds Bachelor'S Degree, Business Administration And Management, General from Norwich University.
What skills is David Leger known for?
David Leger is listed with skills including Exit Planning Strategies, Investments, Investment Management, High Net Worth Individuals, Finance, Management, Strategy, and Wealth Management.
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