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Zachary Leonard, NSSA®, Certified Financial Fiduciary®

Zachary Leonard, NSSA®, Certified Financial Fiduciary®

Financial Planner

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 membership in the National Association of Certified Financial Fiduciaries (CFF®), demonstrating his acquisition of specialized expertise in fiduciary standards. This designation underscores his commitment to prioritizing the best interests of clients, as mandated by a stringent code of conduct that upholds the utmost standards of professionalism within the financial services industry. He also holds the following licenses: Life, Health, Medicare Supplement, and Long Term Care Insurance license(s). The Series 65 Securities License. The Annual Filing Season Program (AFSP) with the Internal Revenue Service (IRS). He holds designation of National Social Security Advisor (NSSA). 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 son William.