Jeffrey Leedy
Advisor at Merrill
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Merrill
Location
Punta Gorda, FL 33950
Credentials
Series 63, Series 65
Industry experience
26 years
About
Jeffrey Leedy serves as Senior Resident Director and is a founding partner of Aber & Leedy Wealth Management. Since joining Merrill Lynch Wealth Management in 1999, he has supported clients in planning, building, and managing customized investment portfolios tailored to individual risk tolerance, time horizon, liquidity needs, and investment objectives. His approach emphasizes a flexible and diversified strategy aimed at managing risk and preserving wealth.
Jeff has over a decade of experience assisting clients with retirement planning, high-net-worth guidance, residential and collateralized lending services. He works with high-net-worth individuals as well as small- to medium-sized nonprofit organizations and family businesses. He holds the Chartered Retirement Planning Counselor (CRPC) designation and a Personal Investment Advisor (PIA) credential. Additionally, he maintains several FINRA registrations and holds licenses in Florida for life, health, and annuities.
Jeffrey Leedy earned a High School Diploma from Clearfork High School. Outside of his professional duties, he enjoys fishing, hunting, woodworking, and spending time with his wife Angela, their five children, and twelve grandchildren. He has also been involved in community service as a board member of the Charlotte County Chapter of the American Cancer Society.
Client services
Based on Merrill
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Expertise
General retirement planning
Retirement income strategy
Wealth management
ESG / Sustainable investing
Income planning
Demographic focus
Values-based investing
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
Women Professionals
Women's Finance
Location
1190 W Marion Ave
Punta Gorda, FL 33950
Most active in
Jeffrey L has reported serving >5 clients in these states in the last 12 months.
Florida · Texas
Work history
Bank Of America, N.A.
2011 - Present (15 years)
Merrill
1999 - Present (27 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
Deb M
CFP®, CPA
Punta Gorda, FL
WorthyNest LLC
As a faith-filled parent, you want to make smart financial decisions that reflect your values, honor your priorities, and provide a secure foundation for your family. At WorthyNest®, I help parents like you bring clarity and confidence to finances so you can focus on what matters most. My love for personal finance started early—I was a middle schooler flipping through Money Magazine for fun. That passion led me to earn an accounting degree from Saint Louis University and spend years working with families at Deloitte Tax and Matter Family Office before founding WorthyNest®. Professionally, I’ve also written Redefining Family Wealth and launched the Beyond Budgets® podcast to help others approach financial stewardship with intention. On a personal level, my husband Bryan and I are raising three boys, which means I deeply understand the balancing act parents face when managing family life and finances. With over 20 years of experience, I specialize in helping parents like you align your finances with values through holistic financial planning and investing. Together, we’ll create a plan to meet today’s challenges while building a brighter future for your family.
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