Janney today announced that Leonard Wealth Management has joined the firm in Mystic, Connecticut. The team was previously affiliated with Wells Fargo Advisors.
PHILADELPHIA – Janney Montgomery Scott LLC, a leading full-service wealth management, financial services, and investment banking firm, today announced that Leonard Wealth Management has joined the firm in Mystic, Connecticut. The team was previously affiliated with Wells Fargo Advisors.
Led by Frederick Leonard and Charlie Leonard, the team brings more than 40 years of combined industry experience and guides clients through all the phases of financial planning, including wealth accumulation, wealth preservation and wealth distribution.
Fred and Charles are the 10th and 11th financial advisors to join Janney’s rapidly expanding Mystic Branch Office since opening in October 2016. Previous additions include Seaport Wealth Management and the Mystic Harbor Group, and earlier this year, Chase Bradley and Anthony Jessuck.
“We’re excited to continue the expansion of Mystic office with the addition Fred and Charlie who bring a long-history of delivering superior financial advice. I’m pleased that they chose Janney as the firm to help continue delivering top quality service to their clients,” said George Keith, Connecticut Complex Manager. “They have a significant presence in the region and a strong reputation for actively supporting the local community.”
Frederick Leonard has more than three decades of wealth management experience and has held leadership positions at Shearson Lehman Hutton, A.G. Edwards, and Wells Fargo Advisors. He is a life-long resident of Southeastern Connecticut and has served on many local boards including: The Stonington Finance Board, The Stonington Harbor Yacht Club, President of the Mystic Lions Club, and Chairman of the Board of The American Red Cross of Southeastern Connecticut. He spends his free time with his wife of over 35 years, Barbara.
Charlie Leonard began his career as a financial advisor while attending the University of Rhode Island and seeing his father help clients reach their financial goals. In subsequent years, he has taken a leadership role within Leonard Wealth Management and actively works with clients to address their needs. Outside of the office, he enjoys playing golf and tennis, and is currently involved in the Young Professionals of Southeastern Connecticut, Lake of Isles Golf Course and The Wadawanuck Club.
Janney’s Mystic Branch Office is located at 60 Willow Street, New Haven, CT 06355.
About Janney Montgomery Scott LLC
Janney provides advice to individual, corporate, and institutional clients. Our expertise includes guidance about asset management, corporate and public finance, equity and fixed income investing, equity research, institutional equity and fixed income sales and trading, investment strategy, financial planning, mergers and acquisitions, public and private capital raising, portfolio management, retirement and income planning, and wealth management. Janney is an independently-operated subsidiary of The Penn Mutual Life Insurance Company and is a member of the Financial Industry Regulatory Authority (FINRA), and Securities Investor Protection Corporation (SIPC). Additional company information is available at www.janney.com.