Tom Leonard Email & Phone Number

Experience matters! I have enjoyed a 30-year career in the Financial Markets, leading Institutional Sales teams for several major global financial firms. I have guided sophisticated investors through volatile markets including: the 1987 Stock market crash, ERM Currency Crisis, Dot-Com Stock Crisis, 9/11 and the 2008 Great Financial Crisis. These events have provided me a unique real-world experience in dealing with financial uncertainty. I am passionate about applying the knowledge gained from these experiences to Individual Investors. Several years ago, I decided to join a friend's Merrill Lynch Wealth Management team. Our team is different. We are not passive allocators of client's wealth. We are experienced active managers that are well equipped to adjust client's portfolio to shifting financial environments. Organization and Planning are critical to successful investing. Our team uses a consultative process to understand what matters most to our clients. We then recommend customized strategies to address each clients' unique goals. When I am not helping clients, I spend time with my wife and four daughters. I also enjoy dinners with friends, golf, physical fitness and reading. LET"S CONNECT: If you are considering a significant financial decision or just looking to better organize your financial health, reach me directly. 212-382-8483 Thomas.leonard2@ml.com

Listed skills include Derivatives, Sales, Fx Derivatives, Relationship Management, and 46 others.