Leon Shelton, Cfp® Cpwa® Email and Phone Number
Leon Shelton, Cfp® Cpwa® work email
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Leon Shelton, Cfp® Cpwa® personal email
Leon Shelton, Cfp® Cpwa® phone numbers
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Edward Jones
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Financial AdvisorEdward Jones Sep 2012 - PresentSt. Louis, Mo, Us
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Board Of Advisors ChairLionville Community Y M C A Mar 2015 - Apr 2018 -
Board MemberCourt Appointed Special Advocates Of Philadelphia County Mar 2012 - Jun 2014Philadelphia, Pa, UsWorking to help disadvantaged, abused, and neglected children in the Greater Philadelphia area, Court Appointed Special Advocates (CASA) trains volunteers to provide critical support and service to the nearly 6,000 children in the foster care system. These selfless volunteers meet with the children, foster parents, teachers, doctors, and other caregivers to ensure these forgotten children are allowed to thrive and progress. They do this without pay and on their own time, but the CASA Program needs support to provide this ongoing training and administration. Contact CASA of Greater Philadelphia to support these Forgotten Children in your community. -
Board Member- Public RelationsByu Management Society Of Greater Philadelphia Nov 2011 - Aug 2013
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Financial AdvisorRaymond James Financial, Inc. Jul 2011 - Jun 2012St. Petersburg, Florida, Us -
President & CeoWsi 2000 - Jul 2011Consulting and management services for business owners and senior management of small to mid-sized enterprises affording them the benefits of standardization in the global business environment. Areas of expertise included Sustainability (economic, environmental, and social), ISO 14000 Environmental Management Systems, Renewable Energy Alternatives, Energy Management, Resource/Asset Management, and Change Management.
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Executive Management & SalesEnvironmental Industry 1989 - 2000Sales, Marketing, and operations management in the environmental industry.
Leon Shelton, Cfp® Cpwa® Skills
Leon Shelton, Cfp® Cpwa® Education Details
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Temple UniversityCfp® Certification -
Indiana University BloomingtonBiochemistry
Frequently Asked Questions about Leon Shelton, Cfp® Cpwa®
What company does Leon Shelton, Cfp® Cpwa® work for?
Leon Shelton, Cfp® Cpwa® works for Edward Jones
What is Leon Shelton, Cfp® Cpwa®'s role at the current company?
Leon Shelton, Cfp® Cpwa®'s current role is Financial Advisor guiding pharmaceutical executives in achieving their ideal life and purpose in retirement using tax efficient investment and wealth planning strategies..
What is Leon Shelton, Cfp® Cpwa®'s email address?
Leon Shelton, Cfp® Cpwa®'s email address is le****@****mes.com
What is Leon Shelton, Cfp® Cpwa®'s direct phone number?
Leon Shelton, Cfp® Cpwa®'s direct phone number is (800) 511*****
What schools did Leon Shelton, Cfp® Cpwa® attend?
Leon Shelton, Cfp® Cpwa® attended Temple University, Indiana University Bloomington.
What are some of Leon Shelton, Cfp® Cpwa®'s interests?
Leon Shelton, Cfp® Cpwa® has interest in Family, Sustainable Living, Helping Others Succeed, Organic Farming, Cycling, Hiking, Faith.
What skills is Leon Shelton, Cfp® Cpwa® known for?
Leon Shelton, Cfp® Cpwa® has skills like Weatlh Management, Wealth Preservation Strategies, Retirement Income Strategies, Retirement Planning, Business Retirement Plans, Education Savings, Equity Investments, Estate Considerations, Legacy Considerations, Business Continuity, Exchange Traded Funds, Fixed Income Investments.
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