Leonard Wealth Management, LLC Employee Directory

Q: What is Leonard Wealth Management, LLC known for?

Leonard Wealth Management, LLC was founded in 1959. Leonard Wealth Management, LLC operates in the Financial Services industry.

Financial ServicesNorth Carolina, United States2-10 Employees

Leonard Wealth Management, LLC, is a NC Registered Investment Adviser. It is a holistic Investment Advisory owned and operated by J. Cain Leonard, CEP(r) and an MCEP(r) A Master Certified Estate Planner. J. Cain Leonard is a Investment Adviser Representative of Leonard Wealth Management. LLC. 

Investment Advisory Services are offered through Leonard Wealth Management, LLC a NC Registered Investment Adviser. Insurance services
are offered through Leonard Insurance Solutions and Leonard Wealth Management, LLC and Leonard Insurance Solutions are affiliated.

Find Leonard Wealth Management, LLC employees' phone numbers or email addresses

Leonard Wealth Management, LLC Global Highlights

North America
4

United States Of America
4

Leonard Wealth Management, LLC's Leadership

T. L.
Founder
Mobile Phone
Email
C. L.
Certified Estate Planner
Mobile Phone
Email
M. D.
Client Services
Mobile Phone
Email
S. A. L.
Mobile Phone
Email

Contact profiles from Leonard Wealth Management, LLC

Name

Title

Contact Info

Location

Last Update

T. L.
Founder
Mobile Phone
Email
Nov 20, 2025
C. L.
Certified Estate Planner
Mobile Phone
Email
United StatesNorth Carolina
Oct 19, 2025
M. D.
Client Services
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
S. A. L.
Mobile Phone
Email
Oct 23, 2024

Frequently Asked Questions

What is Leonard Wealth Management, LLC known for?

Leonard Wealth Management, LLC was founded in 1959 operates in the Financial Services industry. Explore Leonard Wealth Management, LLC's company overview page for more information.

What is Leonard Wealth Management, LLC's most common email format?

Leonard Wealth Management, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Leonard Wealth Management, LLC email formats with LeadIQ.

How many employees does Leonard Wealth Management, LLC have currently?

Leonard Wealth Management, LLC has approximately 2 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Leonard Wealth Management, LLC's key employees and leadership?

As of December 2025, Leonard Wealth Management, LLC's key employees include:

Founder: T. L.
Certified Estate Planner: C. L.
Client Services: M. D.
: S. A. L.

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