CoverProfile

Leonard Leetzow Jr

Chief Executive Officer - Advisor

Wealth Planning and Design LLC

United States, Florida, Sarasota

About Me

Len began his career in finance with Shearson Hammill, a firm that changed names many times, the last being Morgan Stanley. He attended the U.S. Naval Academy in Annapolis, Maryland as a member of the Class of 1962. He has been serving clients as a financial advisor for more than 50 years. Len is an avid golfer.

Profile Information

Chief Executive Officer - Advisor

Wealth Planning and Design LLC

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Sarasota

Florida

United States

Jul 16, 2024

More profiles to browse

JR
Joni Rametta
Chief Financial Officer - Advisor

You Might Like

MO
Melissa Opel
Portfolio Manager
Northern Capital Management Inc
RD
Russ Degitz
Principal
Huntington University
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services