Derek Leonard, CFA, Financial Advisor – Morgan Stanley Wealth Management.
Derek helps business owners and families financially prepare for the future. Working with you, he builds a customized financial plan specific to your goals and situation. According to your plan and goals, Derek guides your investments, optimizes debt and protects your assets. Whether it be coordinating your retirement investments, managing cash or succession planning, Derek is ready to listen and to serve.
As a 15 year resident of the Maple Valley – Covington area, Derek understands the value of your time and will gladly meet you at your business or home. Derek puts his experience to work for you, drawing on his MBA in finance from the Yale School of Management and over 15 years managing investments for individuals and businesses.