The Leonard Company

Services Directory

Category: Wealth Management Services

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Featured Listings

James Byrd, Senior Vice President and Senior Managing Director
The Northern Trust Company
Lisa Cathcart
Arboretum Wealth & Trust Management
Asha Goldstein, Wealth Advisor
Vivaldi Capital Management

Additional Listings

Robert Ansani, Attorney
Krieg DeVault LLP
Monique LaMotte Antles, Senior Relationship Manager, SVP
Northern Trust
Megan Bartling, Senior Trust Advisor
Fifth Third Private Bank
Irving Birnbaum
MassMutual
Ann Bjerke
UBS Financial Services
Michael Bloom, Managing Member
Grosse Point Capital Management
Matthew S Bonaguidi
Gresham Partners LLC
JON BOSWELL, Vice President Fiduciary Advisor II
Busey Bank
James A. Boyd
Benjamin Carlstead, Senior Vice President, Wealth Advisor
Bessemer Trust
Tiffany Carmona
JPMorgan Chase Private Bank
Laura Clark, Managing Director
Oxford Financial Group, Ltd.
Sandi Cloch, SVP, Regional Fiduciary Officer
Bank of America Private Bank
Clint Costa
Choreo Advisors
Jeffrey A Ellithorpe
The Northern Trust Company
Andrew Embery, Senior Vice President, Financial Advisor
RBC Capital Markets
Caitlin Fischer, Lead Analyst, Client Strategist
Bank of New York Mellon
Mary Freeburg, Founder and CEO
Waterview Wealth Planning, LLC
James Galco
U.S. Bank Wealth Mangement Group
Jay Gleason, Senior Director, Family Wealth Strategies
BMO Family Office
Barbara Grayson, Partner
Willkie Farr & Gallagher LLP
Jonathan Grossman, Senior Trust Officer
Plante Moran Trust
Alan M. Gunn, Relationship Manager
Financial Solutions Advisory Group
Kenneth Hall
Northern Trust
Jonathan Harper
Hummer Mower Associates
Hilary Hatton, Private Banker
JPMorgan Private Bank
Carl Hibben
BMO Wealth Management
Taylor Hillis
Neuberger Berman Private Wealth
Gary Hirschberg, CEO and Founding Member
Aaron Wealth Advisors
Rebecca Juhant, Director/Strategic Client Development
Fifth Third Private Bank
Kim Kamin, Advisor and Chief Wealth Strategist
Gresham Partners, LLC
Katie Keating
Katten Muchin Rosenman LLP
David Knapp, Senior Vice President - Wealth Management
Northern Trust
Linda Kohut
Merrill/Bank of America
Katherine Kong, VP - Regional Sales Process Manager
Fifth Third Private Bank
Hal Leavell, Principal
Brownson, Rehmus & Foxworth, Inc.
Barry Leslie
Leslie Global Wealth, LLC
Erica Lord
Lord Legal Group, LLC | Birchwood Lane Advisory, LLC
Ryan Lubinski
KSM CPAs + Advisors
Pamela Lucina, Chief Fiduciary Officer, Trust & Advisory Practice
Northern Trust
Tim Lux, VP, Financial Planning
Kingsview Partners
David Maley
1102 Partners, LLC
Jeff Mandersheid
The Northern Trust Company
Trevor Mathias, Financial Advisor
Morgan Stanley
Trevor McCarter
BMO Family Office
Edward McGillen
Thompson Coburn LLP
Lauren McGrath, Wealth Advisor
The Northern Trust Company
Lisa Micka, Wealth Advisor
Jeffrey Miller, VP, Senior Wealth Strategist
Fifth Third Private Bank
Maureen Miller, Wealth Advisor
Doyenne Wealth Advisors
Tina Milligan, VP and Director of Tax & Financial Planning
Waycrosse
Maureen Mullen
Holland & Hart LLP
Ross Nelson, Consultant
Henry Crown & Company
Fred O'Connor, Wealth Management Advisor
Northwestern Mutual
Timothy Obendorf
Steward Advisors, LLC
Tony Oommen, SVP, Senior Wealth Advisor, Managing Director
Calamos Wealth Management
Carol Passalaqua, Financial Advisor
Morgan Stanley
Ted Pawasarat, Senior Vice President
The Northern Trust Company
Felicia Rizzo, Trust Administrator
The Northern Trust Company
Louis Sands
Franklin Monroe
Laura Sheehan, Senior Trust Advisor
Truist Wealth
Stacy Singer, SVP & Fiduciary Practice Leader
The Northern Trust Company
Andrew Skiba, Trust Advisor
The Northern Trust
Joseph Smith, Member
JAS Financial Services, LLC
John Smith, Wealth Manager
Balasa Dinverno & Flotz LLC
Susan Snyder, Trust Counsel and Associate General Counsel
Northern Trust Corporation
Peter Steger, Principal
Steger Financial Group
Dan Stephans, Vice President
Northern Trust
Nick Streit, Managing Partner
Highview Capital Management
Nancy Tani, Managing Principal
Retire Secure Financial Planning, LLC
Mark R. Taylor, Managing Director
Morgan Stanley Wealth Management
David Taylor, Managing Director
BMO Wealth Management
Matthew Teich, Director of Financial Planning
Cresset Wealth Advisors
Shannon Ulrich
RSM US LLP
David Valenti, Managing Director
Virtue Asset Management
Stephanie Van Vlerah, Managing Director
Financial Illumination Advisors LLC
Javier Vega
Huntington Private Bank
Mary Vidal Hays
Much Shelist, P.C.
Deidre Waltz, Trust Advisor
Argent Trust Co.
Fredrick Weber, Of Counsel
ArentFox Schiff, LLP
Steven Weinstein, Chairman
Altair Advisers
Micky Wright, Estate & Business Planning Specialist
Northwestern Mutual