Michael Leeder
Resident Director - Wealth Management Advisor, Senior Vice President at Merrill Lynch Wealth Management | San Luis Obispo County, California, United States
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Michael Leeder, a seasoned Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management, leverages his extensive background in the tech industry to provide unparalleled financial guidance to his diverse clientele. Since joining Merrill in 2004, Michael has dedicated himself to understanding the unique financial landscapes of his clients, many of whom are entrepreneurs and executives from the Bay Area's dynamic tech sector. His expertise lies in navigating complex liquidity events, particularly for those with significant equity stakes in their companies.
Michael and his team specialize in crafting customized strategies that prioritize prudent growth while aligning with the personal values and long-term goals of their clients. This includes a strong focus on values-based and ESG investing, which resonates with many of his clients who are increasingly mindful of the impact their investments have on society and the environment. His proficiency in portfolio construction and wealth management enables him to develop tailored wealth and investment management solutions that address both immediate financial needs and future aspirations.
In addition to his work with individual clients, Michael is deeply committed to fostering financial literacy within the community. He believes that empowering families and enterprises with the knowledge to make informed financial decisions is crucial for sustainable wealth creation. As he continues to guide clients through the intricacies of personal retirement strategies and company retirement plans, Michael remains steadfast in his mission to serve the best interests of families, enterprises, and communities alike.
Resident Director - Wealth Management Advisor, Senior Vice President at Merrill Lynch Wealth Management in December 2004 to Present
Account Manager at Netsuite in August 2003 to August 2004
District Manager at Siebel Systems in September 1999 to July 2003
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Values Based and ESG Investing
Portfolio Construction
Wealth and Investment Management
Personal Retirement Strategies
Company Retirement Plans
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What is Michael Leeder email address?
Email Michael Leeder at [email protected] and [email protected]. This email is the most updated Michael Leeder email found in 2026.
What is Michael Leeder phone number?
Michael Leeder phone number is +14156373841 and +19183142982.
How to contact Michael Leeder?
To contact Michael Leeder send an email to [email protected] or [email protected]. If you want to call Michael Leeder try calling on +14156373841 and +19183142982. (updated on October 30, 2024)
What is Michael Leeder net worth?
Michael Leeder has an estimated net worth of -$2,499 to $2,499
What company does Michael Leeder work for?
Michael Leeder works for Merrill Lynch Wealth Management
What is Michael Leeder's role at Merrill Lynch Wealth Management?
Michael Leeder is Resident Director - Wealth Management Advisor, Senior Vice President
What industry does Michael Leeder work in?
Michael Leeder works in the Financial Services industry.
Michael Leeder Email Addresses
Michael Leeder Phone Numbers
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