Andrew Leonard, CFP®, CPWA®

Senior Vice President - Financial Advisor, Consulting Group

202-661-9533
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Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

Liz Jacovino, CPWA®, CFP®, CTFA, CRPC®

Echelon Wealth Strategist


Tom Nagle

Trust Consultant


Andrew Burbank

Credit Solutions Consultant


Let's start the conversation

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