Zach Leonard, CFP®, QPFC
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Zach Leonard, CFP(r), QPFC is a highly experienced wealth management professional with 9.8 years of work experience. Based in the United States, he is currently working at Morgan Stanley as the Vice President and Financial Advisor in the General Management department. With a focus on goals-based financial planning and portfolio management, Zach is dedicated to ensuring that clients align their investments with their needs and goals. He believes in the benefit of financial planning for his clients and believes in the importance of identifying and implementing personalized plans to meet their goals.
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+1 914253****
+1 888454****
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The Continental Divide Group at Morgan Stanley is an experienced group of wealth management professionals who provide confidence and clarity to our clients by focusing on goals-based financial planning and professional portfolio management. Ongoing monitoring and adjustments based on changes in our client's lives, help to ensure that their investments are continuously aligned with their needs and goals.I believe strongly in the benefit of financial planning for my clients. While working with residents in the senior care industry, I saw first-hand how financial planning can impact a person or a family. Witnessing how the lack of a plan for dealing with unexpected changes such as Long Term Care, made things infinitely more difficult for individuals and families, motivated me to help clients build detailed financial plans to help ensure they are prepared to handle unforeseen challenges in retirement. I employ a straightforward approach to planning, beginning by listening to discern the client’s short and long-term priorities. Whether the outcome is wealth creation, deriving income during retirement, anticipating healthcare spending, or preserving and passing along a legacy, we can construct and implement a personalized plan to meet the goal.

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Work Experience

1585 Broadway, New York, NY, 10036, US
+1 2127628131

Zach Leonard, CFP®, QPFC's Professional Milestones

  • Vice President Financial Advisor (2014-01-01~): Building and managing a strong financial team to drive business growth and achieve strategic objectives.