Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.
Fred Leano, a seasoned Financial Advisor at Merrill, brings a wealth of experience to his clients. Fred holds the CERTIFIED FINANCIAL PLANNERTMcertification, and his passion lies in holistic financial planning and demonstrating his commitment to the highest standards of professionalism and ethics in the financial industry. His experience extends to providing comprehensive advice and education that empowers individuals and families to pursue financial security and prepare for unforeseen circumstances. Whether it's retirement planning, investing, estate planning, tax minimization strategies, risk management, or educating the family's next generation, Fred is committed to helping guide his clients toward financial success.Born in the Philippines and raised in West Texas, Fred resides in Frisco, TX now and has been a proud resident of the Dallas- Fort Worth (DFW) area since 2005. He holds a Bachelor of Business Administration (BBA) degree in Marketing from Texas Tech University. Beyond the office, Fred treasures family time with his three children, and their family mission centers around embracing new experiences.
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.
