Bill Leonard Joins Brookmont Capital Management

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Bill Leonard moves to Brookmont Capital Management. He joined Brookmont Capital, a Dallas-based, locally owned investment advisory firm. Founded in September 2007, by Robert Bugg and Neal Scott, Brookmont Capital specializes in customized equity and active fixed income management. Leonard and Bugg have been working together as a team for over 11 years, providing comprehensive wealth management services to individuals, retirees, business owners, corporate executives and professionals.

I am delighted to have joined Brookmont

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Bill Leonard is excited to join Brookmont Capital Management ( Robert (Bobby) Bugg and Neal Scott built Brookmont Capital based on the foundation that the relationship between a client and his/her advisor is paramount. Leonard has dedicated his career to superior client service. Bugg said, "Bill's arrival rounds out our client service team. His dedication to superior client service made him my first and only choice for this role."

"I am delighted to have joined Brookmont," comments Leonard. "With 24 years of industry experience, I know at the end of my career, I will be measured by the number of clients I've served, not by the amount of products I've sold. Helping others really gives me enthusiasm and satisfaction. I have to say that hearing John Templeton years ago changed my life. At an investment seminar, his concluding remarks were: "You can only take with you that which you have given away."

"I cannot describe the sea-change in attitude this perspective gave me then and still gives me today, Leonard says. "In a world seeming to be full of greed and self-gratification, to have the attitude of 'service above self' builds relationships – not just transactions. Think of the possibilities if we simply chose to serve someone every day – to find just one person and do something good for him or her – to serve. How would we change the world?"

Leonard holds the dual designations of Certified Trust & Financial Advisor (CTFA) with honors and Certified IRA Specialist (CISP) from the American Bankers' Association, Institute of Certified Bankers in Washington D.C.

Leonard and Bugg have spent the last 12 and 11 years, respectively, at Comerica Trust and Investment Management. Their years at Comerica enabled them to work closely as a team providing clients an unparalleled level of service. Says Leonard, "Bobby's investment record speaks for itself. The additional service we can provide individuals with wealth and retirement planning benefits our clients. The experience we have from our years in trust departments gives us unique insights to assist fiduciaries – whether they are individuals or bank trust departments. We understand 'QTIP' is not just a way to clean your ears!"

Located at 2100 McKinney on the 9th floor of the Texas Capital Bank Building, Brookmont overlooks The Crescent; Brookmont is conveniently located in Uptown Dallas.

For more information on Bill Leonard, he can be reached on the web at

Bill Leonard, CTFA CISP
Director of Client Services
Brookmont Capital Management
2100 McKinney Ave. Suite 900
Dallas, TX 75201
bleonard @

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