|The Five Star Wealth Manager Award is independently produced by Five Star Professional (FSP) and is based on data from financial advisors, regulatory disclosures, and FSP research. Neither the advisors nor their parent firm pay a fee to FSP for the nomination or receipt of the award. A fee of was paid for the right to reprint the newspaper advertising page. The award was independently granted and membership in an organization was not required. Working with a Five Star Wealth Manager is no guarantee of investment success.|
Leo joined BCR in 2012 and has nearly four decades of experience in the industry. Prior to BCR, he worked with Ameriprise Financial Services and American Express. He began his career at Prudential Securities.
He specializes in financial planning, including investments, retirement and protection strategy planning, senior and estate planning, business ownership planning and tax strategies.
Leo earned his B.A. in Business Administration with a minor in Special Education from Slippery Rock University and has attended numerous professional training programs throughout his career.
He holds numerous certifications, including Investment Advisor Representative, General Securities Representative, Annuity (Variable/Fixed) Representative, and Life/Health/LTC Insurance Representative.
Leo has been married for 35 years, and he and his wife Mary have one daughter. He is involved in various community organizations, including the Quaker Valley Recreation Association (QVRA) where he coached soccer, softball, and lacrosse, the Sweetwater Center for the Arts, the Glen Osborne Borough Christmas Tree Lighting, and the Men’s Garden Club of Sewickley.
Five Star Wealth Manager (as seen in Pittsburgh Magazine for 16 years running)
Fidelity Investments Financial Council
American Express Financial Advisors- Presidents Recognition Award
Jackson National Life –Gold Star Advisor
The above recognitions were independently conferred on the basis of sales achievements. No fee was paid for the nomination or receipt of the award.