David Leischner Email & Phone Number

Seattle Wa

Planning-based fiduciary Wealth Management and Private Banking.Commercial Credit, Financial and Retirement Planning, Investment Management (stocks, bonds, funds, ETF's, cash, risk management), Estate and Business Succession Planning, Trust management, Risk management (insurance), Tax and Legal strategies.For over 20 years I've guided families and business owners to financial independence and success. I maintain significant experience in Commercial Real Estate asset management, and hold the Certified Wealth Strategist designation. By focusing on long term strategic planning, I ensure financial assets are available for mutiple generations as part of a coordinated financial and estate plan. Accomplishing my clients goals and objectives is paramount.Key Bank maintains a specilization in Non Profit Planned Giving program management and administration.

PB&I group focusing on Small Business and Commercial lending and cash management relationships.

Private Bank & Investing. Financial Planning and Investing focus. Deep Ragen MacKenzie relationships on behalf of mutually shared bank/brokerage clients.

Retail Banking & Private Bank for 12 years. Series 7 licensed, WA State Life & Disability insurance registered. The Seafirst Bank culture is where I learned all the tools of the trade to be successful in working with affluent clients and accomplish their financial goals.