Cassidy Leonard
Advisor at Merrill
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.
Advisor at Merrill
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.
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.
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)
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