Nancy Leizman, Cpfa
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Nancy Leizman, Cpfa Email & Phone Number

Private Wealth AdvisorManaging Director at Raymond James
Location: Beachwood, Ohio, United States 5 work roles 1 school
2 work emails found @raymondjames.com 2 phones found area 216 and 727 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails · 2 phones

Work email n****@raymondjames.com
Direct phone (216) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Raymond James
Role
Private Wealth AdvisorManaging Director
Location
Beachwood, Ohio, United States
Company size
5 employees

Who is Nancy Leizman, Cpfa? Overview

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Quick answer

Nancy Leizman, Cpfa is listed as Private Wealth AdvisorManaging Director at Raymond James, a company with 5 employees, based in Beachwood, Ohio, United States. AeroLeads shows a work email signal at raymondjames.com, phone signal with area code 216, 727, and a matched LinkedIn profile for Nancy Leizman, Cpfa.

Nancy Leizman, Cpfa previously worked as Private Wealth Advisor, Managing Director at Raymond James and Senior Vice President-Investment Officer Senior PIM Portfolio Manager at Wells Fargo Advisors, Llc.. Nancy Leizman, Cpfa holds A.B., History And Economics from University Of Michigan.

Company email context

Email format at Raymond James

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*@raymondjames.com
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AeroLeads found 2 current-domain work email signals for Nancy Leizman, Cpfa. Compare company email patterns before reaching out.

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Profile bio

About Nancy Leizman, Cpfa

3201 Enterprise Pkwy Beachwood OH 44124 216-292-8839 Raymond James & Associates Financial Advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information many be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures; http://raymondjames.com/smrja.htm Raymond James & Associates, Inc. member New York Stock Exchange/SIPC.

Listed skills include Risk Management, Securities, Financial Advisory, Investments, and 18 others.

Current workplace

Nancy Leizman, Cpfa's current company

Company context helps verify the profile and gives searchers a useful next step.

Raymond James
Raymond James
Private Wealth AdvisorManaging Director
Toronto, ON
Website
raymondjames.ca
Employees
5
AeroLeads page
Company profile
View company profile Email format
5 roles

Nancy Leizman, Cpfa work experience

A career timeline built from the work history available for this profile.

Private Wealth Advisor, Managing Director

Current
Raymond James

St. Petersburg, Florida, US

Sep 2015 - Present

Senior Vice President-Investment Officer Senior Pim Portfolio Manager

Wells Fargo Advisors, Llc.

St. Louis, Missouri, US

Aug 1998 - Sep 2015

Vice President

Merrill Lynch

New York, NY, US

Oct 1986 - Feb 1989
Team & coworkers

Colleagues at Raymond James

Other employees you can reach at raymondjames.ca. View company contacts for 5 employees →

NF Nancy Free Nancy Free Colleague at Raymond James Greater Chicago Area, United States, United States View → ES Eitan Sisso Eitan Sisso Colleague at Raymond James Fort Lauderdale, Florida, United States, United States View → JH Jordan Holderman Jordan Holderman Colleague at Raymond James Clearwater, Florida, United States, United States View → PS Paul Sullivan Paul Sullivan Colleague at Raymond James Greater Tampa Bay Area, United States, United States View → KG Ken Ginel Ken Ginel Colleague at Raymond James Tampa, Florida, United States, United States View → BN Beth Nehme Beth Nehme Colleague at Raymond James Jacksonville, Florida, United States, United States View → GB Grace Bernhardt Grace Bernhardt Colleague at Raymond James Tampa, Florida, United States, United States View → LA Laura Adint Laura Adint Colleague at Raymond James San Francisco Bay Area, United States, United States View → MM Michael Maceluch Michael Maceluch Colleague at Raymond James New York, New York, United States, United States View → CH Connor Henrichs Connor Henrichs Colleague at Raymond James St Louis, Missouri, United States, United States View →
1 education record

Nancy Leizman, Cpfa education

  • University Of Michigan
    University Of Michigan
    History And Economics
FAQ

Frequently asked questions about Nancy Leizman, Cpfa

Quick answers generated from the profile data available on this page.

What company does Nancy Leizman, Cpfa work for?

Nancy Leizman, Cpfa works for Raymond James.

What is Nancy Leizman, Cpfa's role at Raymond James?

Nancy Leizman, Cpfa is listed as Private Wealth AdvisorManaging Director at Raymond James.

What is Nancy Leizman, Cpfa's email address?

AeroLeads has found 2 work email signals at @raymondjames.com for Nancy Leizman, Cpfa at Raymond James.

What is Nancy Leizman, Cpfa's phone number?

AeroLeads has found 2 phone signal(s) with area code 216, 727 for Nancy Leizman, Cpfa at Raymond James.

Where is Nancy Leizman, Cpfa based?

Nancy Leizman, Cpfa is based in Beachwood, Ohio, United States while working with Raymond James.

What companies has Nancy Leizman, Cpfa worked for?

Nancy Leizman, Cpfa has worked for Raymond James, Wells Fargo Advisors, Llc., Wachovia Securities, Llc, Mcdonald Investments, and Merrill Lynch.

Who are Nancy Leizman, Cpfa's colleagues at Raymond James?

Nancy Leizman, Cpfa's colleagues at Raymond James include Nancy Free, Eitan Sisso, Jordan Holderman, Paul Sullivan, and Ken Ginel.

How can I contact Nancy Leizman, Cpfa?

You can use AeroLeads to view verified contact signals for Nancy Leizman, Cpfa at Raymond James, including work email, phone, and LinkedIn data when available.

What schools did Nancy Leizman, Cpfa attend?

Nancy Leizman, Cpfa holds A.B., History And Economics from University Of Michigan.

What skills is Nancy Leizman, Cpfa known for?

Nancy Leizman, Cpfa is listed with skills including Risk Management, Securities, Financial Advisory, Investments, Management, Investment Planning, Asset Allocation, and Financial Analysis.

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