Birmingham, Alabama (PRWEB) March 25, 2015
Grinkmeyer Leonard Financial, an investment management and full-service financial consulting firm in Birmingham, Alabama, today announces that its Financial Advisor, Valerie Leonard, AIF®, has been named to Employee Benefit Adviser’s 2015 Rising Stars in Advising list. The list will be published in the April issue of Employee Benefit Adviser and featured online.
Valerie holds the Accredited Investment Fiduciary® (AIF®) designation as awarded by Fiduciary360; she is currently serving on the Retirement Advisory Council at Commonwealth Financial Network; and she is a proud member of Retirement Plan Advisory Group (RPAG), the Financial Planning Association (FPA), and the National Association of Plan Advisors (NAPA). Valerie is an investment adviser representative (IAR) with Commonwealth Financial Network, she holds FINRA Series 7 and Series 66 securities registrations, and she is licensed in multiple states for life, health, and disability products.
“Valerie Leonard is a top-notch benefit advisor with a steadfast approach to supporting plan sponsors and retirement plan participants,” said Paul Mahan, senior vice president, retirement consulting services, at Commonwealth Financial Network®, Valerie Leonard’s broker/dealer‒RIA. “Valerie has demonstrated her commitment to her profession early on, and we commend her on this much-deserved recognition. We look forward to supporting Valerie’s continued growth and witnessing firsthand the impact she has on the quality and future of the industry.”
Employee Benefit Adviser’s annual list honors standout benefit advisors under the age of 35 with a five-year track record of demonstrating fresh talent and making a difference in the benefits industry. This year, winners were selected based on criteria including rate of industry participation, client size, and retention, as well as community service and other examples of an overall commitment to service excellence.
About Grinkmeyer Leonard Financial
Grinkmeyer Leonard Financial has been providing individuals and organizations with financial guidance since 2007. Located at 1950 Stonegate Drive, Suite 275, Birmingham, Alabama 35242, the firm prides itself on crafting unique strategies for each client. For more information, please visit http://www.grinkmeyerleonard.com or call Grinkmeyer Leonard Financial at 205-970-9088.
Trent Grinkmeyer, Valerie Leonard, Jamie Kertis and Caleb Bagwell are Registered Representatives and Investment Adviser Representatives with/and offer securities and advisory services through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through Grinkmeyer Leonard Financial or CES Insurance Agency.
About Commonwealth Financial Network
Founded in 1979, Commonwealth Financial Network, member FINRA/SIPC, is the nation’s largest privately held independent broker/dealer–RIA, with headquarters in Waltham, Massachusetts, and San Diego, California. J.D. Power ranks Commonwealth “Highest in Independent Advisor Satisfaction Among Financial Investment Firms, Four Times in a Row.” The firm supports approximately 1,600 independent advisors nationwide in serving their clients as registered representatives, investment adviser representatives, and registered investment advisers, as well as through hybrid service models. For more information, please visit http://www.commonwealth.com.