Team photo with Larry and Joshua Leppo.jpg

Bringing Confidence to Your Investment Planning

I help clients pursue their investment goals with sound financial strategies. You deserve a personal, tailored plan. Lasting, meaningful, and open relationships are the foundation of my practice. You’ve worked hard for your money and should feel confident with your investment choices as you make decisions for your financial future.
Larry E. Leppo

Larry E. Leppo

    • Private Wealth Financial Advisor
    • Managing Director - Investments
    • Senior PIM Portfolio Manager
    Larry has dedicated his career to delivering personalized investment planning service for his clients since 1981. He provides comprehensive investment planning to deliver customized financial strategies for each client’s unique goals and risk tolerance.

    For the last 40 years, Larry has navigated major shifts in the financial industry while developing his fundamental investment knowledge and planning skills. He has earned the Platinum Council distinction, held by a select group of financial advisors within Wells Fargo Advisors, from 2013 to 2021. The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best pratices and team structure may also be used to determine recipients. Larry has also been named as one of the Forbes Best-In-State Wealth Advisors* for 2019, 2020, 2021 and 2022.

    Larry enjoys spending his free time with his wife Laurie, who is a tax professional, their grown children, and granddaughters Ivy and Kaleelah. They both enjoy playing golf, pickle ball, traveling, and volunteering for a number of local charities that focus on helping families and children in the Southwest Florida community.

    “Making an impact in families lives since 1981”

    *The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
    Joshua A. Leppo

    Joshua A. Leppo

      • Associate Vice President - Investments
      • Fundamental Choice Portfolio Manager
      Joshua joined the Leppo Group of Wells Fargo Advisors in 2015. Before he began his finance career, Joshua was a professional golfer who toured across the country and around the world before settling down to start a family.

      Joshua’s approach to handling his clients’ wealth stems from his days as a professional golfer – intense preparation, strategic and tactical management of ever-changing conditions.

      Joshua’s passion for family extends to his clients — he takes the long-term view when it comes to finance.

      Services Include:
      • Investment Planning
      • Wealth Management
      • 401(k) Options
      • Cash Management and Debt Management
      • Trust Accounts
      He looks forward to helping you take the next step in your financial journey!

      Joshua resides in Naples with his lovely wife, Samantha. Joshua and Samantha are both FGCU Alumni and maintain an active lifestyle by coaching at a local gym, keeping active out on the golf course, and volunteering for local nonprofits with causes dear to their hearts, including David Lawrence Center, National MS Society, and Pathways Early Education Center of Immokalee.

      “The relationships we build at the Leppo Group are meant to be for generations.”


      Our Client Associates

      Cheryl Tucker-Refregier, Senior Registered Client Associate, Officer 

      Beverly J. Schneider, Senior Registered Client Associate 

      Request Information