Cassidy Leonard

Advisor at Merrill

Updated today
Merrill logo

Firm

Merrill

Location

Orland Park, IL 60462

Credentials

Series 66

Industry experience

2 years

About

Cassidy Leonard is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In this role, Cassidy works directly with clients to develop personalized investment strategies aligned with their individual financial priorities and goals. She provides ongoing investment advice and access to banking and lending services through Bank of America.

With a focus on managing complex financial needs such as home purchases, education savings, elder care, and healthcare preparation, Cassidy partners with clients to define objectives and adapt portfolio strategies as their circumstances evolve. Her expertise is supported by professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Cassidy holds a Bachelor's Degree from the University of Alabama.

Expertise

College savings (529s, UTMA, etc.) Elder care planning Cash flow / budgeting General retirement planning Wealth management

Work history

Bank Of America, N.a.

2023 - Present (3 years)

Merrill lynch, Pierce, Fenner & Smith Incorporated

2023 - Present (3 years)

Goosehead Insurance Agency

2023 - 2023 (1 year)

Urban Bar & Kitchen

2023 - 2023 (1 year)

The University of Alabama

2022 - 2023 (1 year)

Mundelein Parks and Recreation District - Barefoot Bay

2022 - 2022 (1 year)

The University of Alabama

2021 - 2022 (1 year)

Mundelein Parks and Recreation District - Barefoot Bay

2021 - 2021 (1 year)

Aramark - Starbucks

2021 - 2021 (1 year)

The University of Alabama

2020 - 2021 (1 year)

Mundelein Parks and Recreation District - Barefoot Bay

2020 - 2020 (1 year)

Albertsons Companies, Inc

2020 - 2020 (1 year)

The University of Alabama

2019 - 2020 (1 year)

Mundelein Parks and Recreation District - Barefoot Bay

2019 - 2019 (1 year)

Carl Sandburg High School

2018 - 2019 (1 year)

Centennial Park Aquatic Center

2018 - 2018 (1 year)

Carl Sandburg High School/ Century Jr. High School

2013 - 2018 (5 years)

Disclosures

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