CoverProfile

Chad Leatherwood

Wealth Advisor

Summit Wealth Partners LLC

United States, Florida, Orlando

About Me

Chad Leatherwood, CFP® is an independent wealth advisor with over 20 of years of experience. He works with a select group of families and business owners throughout Southwest Florida. Chad focuses on helping retirees and those preparing to retire manage their resources, protect their wealth and maintain their lifestyle. As a CERTIFIED FINANCIAL PLANNERTM professional, Chad Leatherwood has met the rigorous requirements necessary to hold this prestigious certification, representing a high level of competency, ethics, and professionalism. Attainment included completing an approved, college level, comprehensive course of study and passing the challenging CFP® Certification Exam. With extensive e
View more

Profile Information

Wealth Advisor

Summit Wealth Partners LLC

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Orlando

Florida

United States

May 15, 2024

More profiles to browse

Profile Photo
Chad Warrick
Senior Wealth Advisor, Co-President & CEO
Profile Photo
Ryan Gavin
Portfolio Manager
JB
Joseph Browne
Senior Wealth Advisor
Profile Photo
Jeffrey Janson
Senior Wealth Advisor

You Might Like

DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
BW
Bill Wood
Managing Member, Principal
Nova R Wealth
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc