Zachary Leonard, CF2

About Zachary Leonard

Zachary Leonard is a financial planner with Wealth Management Strategies serving clients in the Morehead City Office. He is a graduate of NC State University with a Bachelor of Science in Accounting.
 
Zachary holds the following licenses: Life, Health, Medicare Supplement, and Long Term Care Insurance license(s) in North Carolina. The Series 65 Securities License. The Annual Filing Season Program (AFSP) with the Internal Revenue Service (IRS) Certificate of Completion. He holds certifications of National Social Security Advisor (NSSA) ®, Bucket Plan Certified (BPC) ®, and Certified Financial Fiduciary ® . Zachary is also Notary Public in the State of North Carolina.
 
When he is not serving clients, he enjoys spending time at the beach with his wife Megan and his children William and Grace.