Mark Leonhard,CFP®

Mark Leonhard,CFP®

Vice President

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  • Timeline

  • About me

    First Vice President Wealth Management at Raymond James Private Wealth Advisor

  • Education

    • Rutgers, The State University of New Jersey-New Brunswick

      1980 - 1984
      Bachelor of Arts (BA) Economics
    • Piscataway High School

      1977 - 1980
  • Experience

    • Merrill Lynch

      May 1984 - Jan 2009
      Vice President
    • Wells Fargo Advisors

      Jan 2009 - Jan 2018
      First Vice President Investments
    • Raymond James

      Jan 2018 - now
      First Vice President Wealth Management

      Raymond James 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 may 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 Certified Financial Planner Board of Standards Inc. owns the certification marks CFP(R), CERTIFIED FINANCIAL PLANNER(tm) and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements Show less

  • Licenses & Certifications

    • CFP®

      Certified Financial Planner Board of Standards
      Sept 2002