
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
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
AD
Andrew Dickens
Director of Pension Services, Wealth Advisor, ERISA Consultant and Investment Advisor
BT
Brad Towle
Senior Wealth Advisor & Senior Executive
Ryan Gavin
Portfolio Manager
JB
Joseph Browne
Senior Wealth Advisor
You Might Like
RM
Robert Murphy
Senior Client Service Specialist
Pinnacle Wealth Management Group Inc
PM
Prtima MISHRA1
Software Engineer
PA TEST
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation