Insurance products are offered through the insurance business Dynamic Wealth Strategies. Dynamic Wealth Strategies is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Dynamic Wealth Strategies are not subject to Investment Adviser requirements. 5066890 - 3/26
The energy of Wall Street first attracted Leo to the field, but it’s helping to inform people on finances that keeps him going an advisor. “What attracted me was the action – I remember seeing the board rooms and everyone had a lot of energy. There was a potential to grow your business, to be independent.”
While working in the same brokerage on Wall Street in their early 20s, Leo met Adam, and they’ve been close friends ever since – he was even a groomsmen in Adam and Rebecca’s wedding. Years later, when Leo came on board and joined DWS, he shared that it feels he’s part of a family. He brings with him over 15 years of experience in financial services and a serious love for investing, researching different companies and opportunities. He finds much joy and satisfaction sharing that passion and helping people invest.
Out of the office, he loves basketball (Knicks…or, wherever Lebron is playing), boxing (“training helps with my mind!”), and spending time with his family.