Leyla Morgillo, Cfp®

Leyla Morgillo, Cfp® Email and Phone Number

Comprehensive Financial Planner | InvestmentNews 40 under 40 @ Madison Financial Planning Group
Leyla Morgillo, Cfp®'s Location
Syracuse, New York, United States, United States
Leyla Morgillo, Cfp®'s Contact Details

Leyla Morgillo, Cfp® work email

Leyla Morgillo, Cfp® personal email

n/a
About Leyla Morgillo, Cfp®

Specializing in fee-based financial planning for retirement transitions, guiding clients through the critical decision making years leading to retirement and the years to follow.Book a complimentary conversation to see if our services would be of value to you by going to https://calendly.com/mfpg/intro

Leyla Morgillo, Cfp®'s Current Company Details
Madison Financial Planning Group

Madison Financial Planning Group

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Comprehensive Financial Planner | InvestmentNews 40 under 40
Leyla Morgillo, Cfp® Work Experience Details
  • Madison Financial Planning Group
    Financial Planner
    Madison Financial Planning Group Sep 2016 - Present
    Syracuse, New York
    Leyla Morgillo, CFP® is a Financial Planner with Madison Financial Planning Group and has over 15 years of experience in the financial services industry. Leyla received her Bachelor of Arts degrees in Economics and International Relations magna cum laude from Syracuse University. She holds the CERTIFIED FINANCIAL PLANNER™ certification and is Past President and Past Treasurer of the Financial Planning Association of Central New York. She currently serves on the Board of Directors for the Central New York Community Foundation. In 2019, Leyla received national recognition by InvestmentNews as one of their 40 under 40 honorees.* She was chosen from a pool of about 1,000 nominees to be a part of their elite group of young professionals who represent the industry's future based on their accomplishments, leadership and contributions. Leyla grew up outside of Boston, MA and currently resides in Kirkville, NY with her husband and daughter. *2019 Investment News 40 under 40, created by Investment News. Presented in June 2019, based on data gathered from February to March 2019. 1000 advisors were considered, 40 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Visit https://www.investmentnews.com/40-under-40-awards-archive-2019 for more award information.Securities and advisory services offered through Commonwealth Financial Network®, member https://www.FINRA.org / https://www.SIPC.org, a Registered Investment Adviser. The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s Broker Check for a list of current registrations. Review our Terms of Use: https://www.commonwealth.com/termsofuse.html.Madison Financial Planning Group. 525 Plum Street, Suite 101, Syracuse, NY 13204.

Leyla Morgillo, Cfp® Skills

Microsoft Office Management Microsoft Word Data Analysis Series 63 Research Marketing Microsoft Excel Customer Service Financial Services Series 7

Leyla Morgillo, Cfp® Education Details

Frequently Asked Questions about Leyla Morgillo, Cfp®

What company does Leyla Morgillo, Cfp® work for?

Leyla Morgillo, Cfp® works for Madison Financial Planning Group

What is Leyla Morgillo, Cfp®'s role at the current company?

Leyla Morgillo, Cfp®'s current role is Comprehensive Financial Planner | InvestmentNews 40 under 40.

What is Leyla Morgillo, Cfp®'s email address?

Leyla Morgillo, Cfp®'s email address is lz****@****syr.edu

What schools did Leyla Morgillo, Cfp® attend?

Leyla Morgillo, Cfp® attended Syracuse University.

What skills is Leyla Morgillo, Cfp® known for?

Leyla Morgillo, Cfp® has skills like Microsoft Office, Management, Microsoft Word, Data Analysis, Series 63, Research, Marketing, Microsoft Excel, Customer Service, Financial Services, Series 7.

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