Jeff Leedy,
First Vice President, Senior Resident DirectorNMLS #521020
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.
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.
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.
