Jonathan Leonard is a financial representative specializing in business succession and exit strategies, advanced tax strategies, and innovative insurance solutions. He works closely with business owners, high-net-worth individuals, and their advisory teams to design customized strategies that can help maximize assets, reduce tax exposure, and ensure long-term financial security.
His expertise spans estate planning strategies, private placement life insurance (PPLI), and leveraged life insurance strategies, providing clients with sophisticated tools to shelter assets and create generational wealth. With a proven ability to align tax strategies with succession and insurance strategies, Jonathan delivers structured, results-driven solutions that empower clients to achieve their financial goals with confidence.
Jonathan is insurance licensed in New York.