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Senior Vice President, Investments

KEN.LEONARD@RAYMONDJAMES.COM

 

Ken earned his Bachelor of Arts in Economics from The State University of New York at Albany.  He graduated cum laude.

Ken began a career in banking in 1984 and developed a strong background in consumer, commercial, and residential lending prior to joining McDonald Financial Group in 2001 and joining Sanford Family Financial of Wells Fargo Advisors in 2002. He then joined the team when they moved to Raymond James in 2015.

In addition to co-hosting The Investment Show, heard each Saturday morning from 9 – 10 on Talk 1300 AM radio WGDJ, Ken’s role in Sanford Family Financial involves the analysis of available industry investment research and strategy, portfolio design and product analysis, and relationship management.  He also has an extensive background in taxation and worked in the tax preparation industry from 1994 - 2005, including three years with a CPA firm.  Ken works closely with accountants and attorneys on trust, estate, tax, retirement, and insurance planning issues.

*Raymond James does not offer tax advice or services.  You should discuss any tax or legal matters with the appropriate professional.


 

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

WHY WORK WITH A CFP®

In life, it’s important to find a financial planner you trust to provide sound, unbiased advice and professional services. Being CFP® certified means someone has voluntarily taken the extra steps needed to provide the highest possible standard of financial planning to those they serve. To become a CERTIFIED FINANCIAL PLANNER™ professional one must pass the comprehensive CFP® Certification Exam, have a minimum of three years’ professional experience in financial planning process and must be approved by the CFP Board, which involves an extensive background check – including an ethics, character and criminal check. To maintain certification, CFP® license holders must complete 30 hours of continuing education accepted by the CFP Board every two years.

How does working with a CFP® certified advisor benefit you? CERTIFIED FINANCIAL PLANNER™ professionals are held to the utmost standards of ethics and professional responsibility, which prepares them for a career-long commitment to provide truly personalized services to meet your needs; all while maintaining high levels of financial planning and professionalism. CFP® professionals maintain their professional edge through ongoing education and training in addition to the rigorous requirements to represent a high level of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when working with you.