Letter from the CEO
I am pleased to welcome you to our Leonard & Company Web site. As President and CEO, I know I speak for all of our employees as I proudly inform you about our firm and the advantages we provide to financial advisors.
Celebrating its 20th anniversary, Leonard & Company, Michigan's largest independent broker dealer, was founded by Donald M. Leonard in 1989. Don founded the firm with a very simple yet critically important premise — a desire to leave the bureaucracy, red tape, and corporate agenda of the large brokerage firm behind and create an investment brokerage platform that would allow financial advisors to best serve the financial needs and interests of their clients.
At Leonard & Company we offer our financial advisors an entrepreneurial environment that very successful brokers want and need — a comfortable, stress-free atmosphere where they can experience independence, build their businesses, and best serve their clients. We recognize that our client is the broker.
We continually strive to provide the very best in technology, support, operations, compliance, and work environment to allow our brokers to best serve their clients and build their businesses. We offer the finest in high-end executive space and amenities, and the latest in research and technology, with securities carried by RBC Correspondent Services, one of North America's largest financial institutions.
Since first opening our doors 20 years ago, we have endeavored to build the firm Don envisioned and are gratified with the results. Today, Leonard & Company is a growing regional investment firm with offices across Michigan and in Colorado, Florida and New York, that offers our financial advisors a perfect blend of benefits: the terrific advantages of independence (payout, freedom, etc.) and the safety and security they would expect from a wire house.
We encourage you to explore our site, take an online tour of our offices, and learn more about Leonard & Company and the advantages we provide to you and your clients. Please do not hesitate to contact us if we can be of further assistance.
Dan B. French, Jr.
President & CEO