For over two decades Steve Ledyard has been committed to developing customized investment strategies for retirees and high-net-worth investors to help them maximize the value of their present and future wealth. With the experience at some of America's leading financial institutions, Steve specializes in helping his clients with complex wealth management issues.


Prior to entering the Financial Services Industry, Steve studied at both the London School of Economics and the University of Arizona. While doing undergraduate study at the University of Arizona, Steve worked all four years for the Economic Science Lab for Nobel Prize winner Dr. Vernon Smith. It was in this lab that Steve's interest in the financial markets blossomed.


During his career Steve has served clients at the predecessor firms of Zurich Financial and Ameriprise Financial before moving to Morgan Stanley in 1997. While at Morgan Stanley, Steve was part of their prestigious Wealth Advisor Program before moving to Wells Fargo Advisors in 2013. During his career Steve has the distinction of earning the CERTIFIED FINANCIAL PLANNER™ certification. Additionally, Steve is among a select group of financial advisors approved as a PIM Portfolio Manager inside of Wells Fargo Advisors.


Steve helps clients define their financial dreams and address what is really important to each individual or institution. Steve designs detailed financial strategies taking into account each client's unique investment needs, risk tolerance, current and future tax liabilities, and other personal considerations that may impact investment decisions.

The PIM program is not designed for excessively traded or inactive accounts and is not appropriate for all investors.  Please carefully review the Wells Fargo Advisors  Financial Network advisory disclosure document for a full description of our services.  The minimum account size for this program is $50,000.

California Insurance License 0D70798

Lisa began her career in the financial industry in 1987.  Over the years Lisa has worked for Prudential-Bache Securities, PaineWebber Securities, Countrywide Securities, RBC Wealth Management, and for the last 6 years has been associated with Wells Fargo Advisors and Wells Fargo Advisors Financial Network.  She holds the Series 7 and Series 63 securities registrations.  Lisa has worked in New York, Los Angeles, Toronto and most recently Scottsdale, Arizona in both the institutional and retail space.

 

Lisa and her husband Paul moved to Chandler, Arizona 6 years ago.  Their two sons, Ryan and Kyle are going to college for Engineering.  Lisa enjoys walking her dog, cooking, gardening and spending time with friends and family.

 

Lisa enjoys her position on the Ledyard Wealth Management team and works toward gaining client’s trust and offering exceptional service.