Annie Leal
Advisor at Edward Jones
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.
Expertise
Retirement income strategy
Inheritance planning
Multi-generational wealth transfer
Occupation focus
Military & Veterans
Educators, Teachers, and Academics
Demographic focus
Women Professionals
Work history
Edward Jones
2023 - Present (3 years)
Sheboygan Resort
2020 - 2021 (1 year)
The Vollrath Company
2017 - 2023 (6 years)
Service Master of Sterling Rock Falls Dixon
2015 - 2017 (2 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.
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