Aaron Leopold


 

LPL Financial Advisor
Registered Representative, LPL Financial

Licenses, Registrations, Affiliations:

Series 6, Series 7, Series 63, and Series 65 held through LPL Financial

Florida Life, Health & Variable Annuity licensed

Member, FPA (Financial Planning Association)

 

As a third-generation financial advisor, Aaron's career was foremost shaped by that of his father and grandfather.  Subsequently, he has devoted the past 25 years to working in the areas of insurance, financial planning, investment brokerage, and banking. 

In the four years leading up to the start of Leopold Capital Management, Aaron was Vice President and Financial Advisor with Hancock Investment Services, where he served as a member of Hancock Bank's Emerald Coast Wealth Management Team.  Prior to Hancock, Aaron spent the better part of his career with three Fortune 500 companies: MetLife (1992-94), Northwestern Mutual (1994-99), and Ameriprise (formerly American Express Financial Advisors, 1999-2007).

Always dedicated to the needs of his clients, Aaron has long held to the belief that “people don't care how much you know until they know how much you care.”  The bedrock of his practice is hinged on courtesy, reliability, and integrity. 

Aaron works with a diverse group of clients, hardworking and professional people from all walks of life.  Likewise, he works with a number of retirees and has worked with the likes of many whom have received insurance settlements, inheritances and lottery winnings.  As a trusted advisor, Aaron keeps the unique needs of his clients in mind...providing objective, comprehensive recommendations with a strategies-based approach. 

Recognizing that financial planning often correlates with legal and tax related matters, Aaron advocates you working with your tax advisor or legal counsel, and he is always agreeable to be a part of that equation.

Throughout his career, from New York to California, Aaron has attended dozens of insurance, investment and wealth-strategy workshops, education summits and due diligence meetings.  Moreover, Aaron fulfills many hours of continuing education requirements each year.

On a personal note, Aaron is married to wife, Rita.  They enjoy living on Florida's gulf coast, the simple pleasures of good conversation, and being in the company of those they love.  Together they have five children.