Donnie brings to our firm a combination of industry knowledge and leadership skills that will enhance our client offerings. We are fortunate to have his experience, relationships and perspective on our team.
Petaluma, California (PRWEB) May 13, 2013
Greenleaf & Burleson Wealth Management, LLC (GBWM), one of the nation’s leading wealth management firms, announced today that Donnie C. McCleskey has joined the firm as a Managing Director. Mr. McCleskey will be responsible for coordinating and expanding our growth in employer-sponsored retirement plans and working with a select group of high net worth clients.
Mr. McCleskey has over seven years of experience in the financial services and retirement planning industry. Mr. McCleskey’s wealth management and financial services experience includes former positions at Merrill Lynch, Bloomberg Finance, and Advisory Consulting Group, LLC. Prior to joining GBWM, Mr. McCleskey consulted on over 1.5 Billion dollars of employer-sponsored retirement plan assets.
Mr. McCleskey is a graduate of the University of California at Berkeley where he was an All-Pac Ten football honoree. While at Cal, he also received the Stub Allison Award (Most Inspirational Player) and served as defensive team captain his senior season.
James D. Burleson, Principal of Greenleaf & Burleson Wealth Management, LLC, states, “Donnie brings to our firm a combination of industry knowledge and leadership skills that will enhance our client offerings. We are fortunate to have his experience, relationships and perspective on our team.”
About Greenleaf & Burleson Wealth Management, LLC
Greenleaf & Burleson Wealth Management, LLC is a leading fee-only wealth management firm, providing a full range of investing, advisory and planning services to a substantial and diversified client base, which includes corporations, institutions and high net worth individuals. Founded in 2004, the firm is headquartered in Petaluma, California. For more information on Greenleaf and Burleson Wealth Management, LLC, please call 707-283-0520.