Michael W. Leonard
Senior Financial Advisor
In financial services, as in any business, a reputation for quality service and integrity is earned by creating satisfied, knowledgeable customers. With more than 30 years of experience in helping investors, Michael Leonard has keen insight into building effective professional relationships. He understands each client’s need for investment advice and the corresponding level of service.
Michael began his brokerage career in 1983 when he joined and trained with Merrill Lynch. Prior to joining Merrill he gained valuable experience working for Key Bank (formerly Society Bank) and then opening and managing the Johnstown Branch of what is now the Heartland Bank.
Michael moved to Smith Barney (formerly Shearson Lehman Brothers) in 1985; he met and teamed up with Senior Financial Advisor, Rod Friedman at the firm two years later, and the rest, as they say, is history. The two Financial Advisors have worked together since that time and may very well have the longest lasting partnership within the Columbus brokerage community. They developed a practice, philosophy and mission to which they remain committed: Always put the client’s needs first.
In 1999, Michael and Rod moved their financial practice to Paine Webber (now UBS Financial Services). In March of 2007, Michael and Rod formed FPL Financial Strategies, LLC. The independent business model is the culmination of their dream to open their own financial advisory practice. The team specializes in working with individuals, executives, and small business owners to help preserve and build wealth, as well as save for retirement.
Michael obtained his bachelor’s degree at Mount Union College (now University of Mount Union) and earned a place on the Dean’s list. A member of the ATO Fraternity, Michael lettered in Mount Union’s football program. In the years since college Michael has coached both Little League Football and Baseball. Currently, Michael is active in raising money to fight cancer through the Pelotonia, a cycling event, in which he has ridden up to 180 miles each summer for team COPC in support of the James Cancer Center. Michael is a member of the Aladdin Shrine, Scottish Rite Masonry, as well as the Blue Lodge. Michael also serves on the Investment Committee of the Delaware County Foundation, and is a member of both the Big Walnut and the New Albany Chambers of Commerce.
When not involved with work, Michael enjoys an occasional round of golf, and studying genealogy. His favorite pastime however is traveling and spending time with his wife Sheree. They have been blessed with two children, Ashley and Austin, a son in law, Mike, and one beautiful young grandchild named Will.