
Mechele Leonard
With 18 years in the financial services industry, I joined Merrill Lynch Wealth Management in 2019. I focus on offering...
North Port-Sarasota Area, North Port-Sarasota Area, United States
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Mechele Leonard’s Emails [email protected]
Mechele Leonard’s Phone Numbers 1315724****
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Mechele Leonard’s Location North Port-Sarasota Area, North Port-Sarasota Area, United States
Mechele Leonard’s Expertise With 18 years in the financial services industry, I joined Merrill Lynch Wealth Management in 2019. I focus on offering a comprehensive, goal-based approach to managing wealth, which begins with listening to my clients' needs and helps ensure every strategy is grounded in understanding what each client wants to achieve. I believe it's vitally important to focus on what matters most to my clients, from family, to health, retirement and leaving a legacy. I provide access to the investment insights of Merrill and banking convenience of Bank of America to help address the various aspects of clients' financial lives. I am driven by a passion for delivering excellent service and help clients achieve their best life possible with the resources that they have. Along with that passion and dedication to my clients, I am just as passionate about giving back to my community through philanthropic efforts and volunteering where I grew up. In 1999, I joined as a member of the Junior League of Sarasota and am currently a sustaining member. I served in the role of Financial Development chair for 2 consecutive years. I am, also, intricately involved with the Circus Arts Conservatory, where my daughter is in her 8th year as a Sailor Circus performer. I have volunteered for the past 8 years at Sailor Circus, recently as the Inside Concessions manager for the past 3 years, and for the past 2 years at the Big Top for Circus Sarasota as the Front Tent Manager. In 2018, I was named as the Volunteer of the Year at Sailor Circus. Currently, I am serving on the Board of the Sarasota County Gator Club. In 2020, I will rejoin the Bank of America Community Volunteers Council, helping plan upcoming volunteer opportunities in my community.
Mechele Leonard’s Current Industry Bank Of America Merrill Lynch
Mechele
Leonard’s Prior Industry
Bank Of America
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Merrill Lynch Wealth Management
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Bank Of America Merrill Lynch
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Work Experience

Bank Of America Merrill Lynch
Wealth Management Banking Specialist
Mon Jun 01 2020 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Merrill Lynch Wealth Management
Financial Advisor
Mon Apr 01 2019 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Bank Of America
Financial Center Manager
Sat Jan 01 2005 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Oct 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time)