Olga Leonova
,

Vice President, Senior Financial Advisor

6400 S. Fiddlers Green Circle
Greenwood Village, CO 80111
303.689.8088
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Understanding your life priorities is an important part of the relationship with you. It’s not just about markets and returns, it’s about what matters most to you.  I can collaborate to help create a personalized plan designed around you, your family, your goals and your aspirations.
Profile

I have dedicated my career to making a difference in people's financial lives. One of my biggest pleasures is helping my clients through life's most important, joyful and difficult moments. Whether that be transitioning to full-time or part-time retirement, sending children off to college, losing a loved one, planning wealth transfer or being introduced to recent college graduates in the family to talk about wise financial decision making when first entering the workforce. As a Merrill Financial Advisor, I serve as a trusted resource to each of my clients so that they may rely on me for financial advice and guidance in their pursuit of personal, financial and professional success.
My professional credentials and education history, as well as my commitment to further pursue learning, highlight my passion for the subject of finance and wealth management. Being an immigrant from Russia with no family close by, I know what it feels like to have to figure out a new system and learn to assimilate in a very short period of time. A lot of my clients are also immigrants and I am grateful for the opportunity to share my knowledge and experience as people face unknown's in various decision making throughout different life stages.
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.

About Me
Welcome

My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.

Meet Our Professional Staff
Zoe Youmans
Wealth Management Client Associate
303.446.5548
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Tom Montoya
Wealth Management Banking Specialist
Merrill
Sara Burns
Wealth Strategies Advisor
Bank of America, N.A.
Ross Morand
Alternative Investments Regional Specialist
Bank of America, N.A.
Thursday, February 15th 2024| 5:00 PM EST
Healthcare and your retirement

Please join us for a virtual seminar. We will discuss planning for pre- and post- retirement healthcare costs, Medicare at a glance, how your income affects Medicare, and long-term care costs and considerations. The seminar will conclude with a Q&A session
Please register using the link below:

https://goto.webex.com/goto/onstage/g.php?MTID=eeba5c1f8f391eca7d9e7cc2080aacd9f

About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Olga Leonova is registered to do business in AZ, CA, CO, DC, FL, IL, MA, MD, NY, PA, TX, VA, WA.