Leo is a Wealth Management Advisor in Merrill’s Anchorage, Alaska office.   In his role, he brings the full set of capabilities from Merrill Lynch Wealth Management and the banking convenience of Bank of America to both institutions and high net worth private clients.  Leo is responsible for understanding the specific objectives, constraints, and liquidity needs unique to each client.  He is focused on designing and implementing structured disciplined financial and liability strategies.   Leo joined Merrill in 2012 after a successful flying career in the U.S. Air Force.   Leo is a graduate of the U.S. Air Force Academy.  He received the Certified Investment Management Analyst^® (CIMA^®) designation, sponsored by the Investments & Wealth Institute^™ (The Institute) and taught in conjunction with the Wharton School of Business.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.