John Leeson Email & Phone Number

John is the owner of The Savvy Cellars. Sandy Springs, GA's finest selection of fine wine, spirits and craft beer. He also owns Le Gout, a tasting room and special events facility.John was previously the Vice President of Retirement Distribution at Howard Capital Management. Responsible for working with retirement advisors on crafting successful outcomes for retirement plan participants utilizing the firm's advice solutions.Previously, he founded Parallel Advisory Consulting, LLC. His firm is dedicated to working with the retirement plan advisor community in increasing channel exposure, improving practice profitability and increasing plan sales.He was also the Regional 401(k) Director for Putnam Investments responsible for the Southeastern United States. He also served as a Managing Director for Investment Research & Advisory Group, Inc. working with retirement plan sponsors for corporate and not-for-profit retirement plans on designing, implementing and managing solutions in today’s ever-increasingly complex retirement arena. Specific focus was given to prudent fiduciary risk management.John has over 20 years of financial services industry experience in retirement plan administration, plan design analysis and investment management. Specializing in the mid- to large- retirement plan market, he has been instrumental in working with his plan sponsor clients to achieve plan goals of improving plan participation rates, having participants invested at their appropriate risk level and minimizing fiduciary liability for the plan sponsor.John is a frequent speaker to various industry groups and has been interviewed and quoted on retirement planning issues in publications such as Plan Sponsor magazine and the Wall Street Journal. John has a BS in Marketing from Roosevelt University. He is an Accredited Investment Fiduciary® through the Center for Fiduciary Studies and is a registered representative holding series 7 and 63 FINRA registrations.Specialties: Fiduciary Risk Management, Retirement Plan Design, Custom Employee Communication Design, Systems Analysis, Investment Analysis and Advice for Plan Sponsors and Plan Participants

Listed skills include 401K, Retirement, Investments, Retirement Planning, and 14 others.