ROCKVILLE, Md.–(BUSINESS WIRE)–Sept. 20, 2022–
Grove Point Financialan independent broker and investment advisory platform, today announced the addition of Leon Financial Services, LLCa St. Louis-based wealth management firm with $22 million in client assets.
Leonardo (Leo) Gelain will lead the business and has chosen Grove Point Financial in the midst of its search for a true partner while transitioning to the independent chain. The trust-focused business offers wealth management, insurance, retirement planning and education financing services. With an eye to specific client goals, Leon Financial Services specializes in tailor-made solutions to suit each client’s unique lifestyle.
A 22-year industry veteran, Gelain comes from Securities America under an OSJ and has already spent 20 years at Primerica. Seeking a simplified and supportive path to independence, transitioning to Grove Point Financial enables a concierge experience for clients that paves the way for future growth.
“A boutique-style business backed by an industry giant that offers individual, prompt and professional responses is the exact experience I look forward to at Grove Point Financial,” Gelain explained. “I know my clients and I won’t be just another number. With over two decades in this industry, it doesn’t take long to realize when a company makes you feel like you matter. Their willingness to serve my clients and make me feel like they really want a partnership is what solidified my decision to make this decision. »
“Providing finance professionals with the sophisticated resources they need to serve customers without competing interests is paramount to developing the right solutions,” said Rob Engle, executive vice president of business development at Grove Point Financial. “Adding Leo to the company reinforces our commitment to unparalleled customer experience and turnkey solutions for growth-oriented professionals.”
Prior to joining the financial services industry, Gelain spent over 10 years traveling the world as a dishwasher and stage technician with several show productions including the Cirque du Soleil show “O”. Fluent in five languages and having visited over 50 countries, he brings a unique perspective to the industry with an understanding of diverse backgrounds, cultures and languages.
About Grove Point Financial
From its headquarters in Rockville, Maryland, Grove Point Financial, LLC (Grove Point Financial) provides investment and wealth management services through more than 500 financial professionals across the United States. all finance professionals thrive in an intimate and approachable culture that values partnership above all else.
Securities offered by Grove Point Investments, LLC, Member FINRA/SIPC. Investment advisory services offered by Grove Point Advisors, LLC. Grove Point Investments, LLC and Grove Point Advisors, LLC are subsidiaries of Grove Point Financial, which is a subsidiary of Kestra Holdings.
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Gregory FCA for Grove Point Financial
Haley Rosa, 610-228-2805
KEYWORD: MARYLAND UNITED STATES NORTH AMERICA
SECTOR KEYWORD: FINANCIAL ADVISORY PROFESSIONAL SERVICES ASSET MANAGEMENT INSURANCE
SOURCE: Grove Point Financial, LLC
Copyright BusinessWire 2022.
PUBLISHED: 09/20/2022 09:00 / DISK: 09/20/2022 09:03
Copyright BusinessWire 2022.