Jeff Leedy
,
First Vice President, Senior Resident Director
NMLS #521020
1190 W. Marion Avenue
Punta Gorda, FL 33950
941.637.4332
Learn more about an advisor's background on
Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile

Jeff is a founding partner of Aber & Leedy Wealth Management, together with Judi Aber.  In today's fast-moving markets, Jeff uses his decades of financial experience to help clients make informed financial decisions. He helps clients plan, build and manage their customized investment portfolios that are customized and aligned with each client's preferred risk tolerance, time horizon, liquidity needs and investment objectives. Jeff believes in a flexible and diversified strategy that manages risk and creates, grows and preserves wealth.

Jeff joined Merrill Lynch Wealth Management in 1999 and has served as the Resident Director of the Punta Gorda complex since 2008. Professionally, he has been awarded a Chartered Retirement Planning Counselor, CRPCTM designation by The College for Financial Planning Institutes Corp. and holds his Series 7, Series 63, Series 65, Series 9, Series 10 and Series 31 FINRA registrations as well as his Florida Life, Health and Annuity license. Jeff enjoys hunting, fishing and watching Ohio Buckeye football and spending time with his wife, Angela, five (5) children and nine (9) grandchildren.

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
Rachel A Layton
Officer, Registered Wealth Management Client Associate
941.637.4316
Jennifer A Wilson
Assistant Vice President, Wealth Management Associate
941.413.4505
Brittany C Ingman,

CKP®,CRPC™

Assistant Vice President, Wealth Management Specialist
941.637.4309
Kara Cioffi
Officer, Registered Wealth Management Client Associate
941.637.4359
Suzanne J Kingsbury
Assistant Vice President, Wealth Management Associate
941.637.4329
Carlos Candales
Assistant Vice President, Wealth Management Associate
941.637.4323
Amber L. Weaver,

CRPC™

Wealth Management Specialist
941.637.4391
Timothy C Raynor
Officer, Registered Senior Wealth Management Client Associate
941.637.4301
Brittney M Eaves
Wealth Management Client Associate
941.637.4319
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.
Marie A Lawson
Wealth Management Lending Officer
NMLS #277225
T.J. Friscia
Wealth Management Banking Specialist
Jason Albano
Wealth Strategies Advisor
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.

Sign Up for Perspectives Monthly E-Newsletter
Get the latest investment insights, tips and strategies to help you live your best financial life
Sign Up
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.
Jeffrey L Leedy is registered to do business in AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY.