Valerie Leonard Named a “Top Wealth Advisor Mom” for 2020 by Working Mother Magazine

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Grinkmeyer Leonard Financial is excited to announce that its co-founder, Valerie R. Leonard, AIF®, CPFA, has been named to Working Mother Magazine’s “Top Wealth Advisor Moms” list for 2020.

Grinkmeyer Leonard Financial, a financial advisory services firm in Birmingham, Alabama, today announces that its co-founder, Valerie R. Leonard, AIF®, CPFA, has been named to Working Mother Magazine’s “Top Wealth Advisor Moms” list for 2020. In its fourth year, the list, published on workingmother.com, features 500 of the most successful mothers working in financial advising today. These moms are “committed to helping families economically recover from COVID-19” and helping others secure their financial future in the wake of the pandemic. Valerie is one of only two mothers from Alabama to be featured.

With more than 15 years of experience, Valerie helps people find better ways to manage their money and time. Her commitment as a leader in the financial industry and retirement community has earned her numerous recognitions throughout the United States. She specializes in 401(k) consulting for companies, managing investment portfolios, and offering financial advice to high net worth individuals. Her mission is to “invest in people who will impact this world for all eternity.” You can learn more about Valerie and how she helps clients manage their money with confidence at valerieleonard.com.

“Some may say that being a working mom is harder than being a stay-at-home mom but I’m not sure I agree,” said Valerie. “When your work gives you meaning and purpose, it becomes a part of who you are. I would like to think my family is better because they observe the life lessons that come with serving people I love through my business and giving each day my all.”

About Grinkmeyer Leonard Financial
Grinkmeyer Leonard Financial has been providing individuals and organizations with financial guidance since 2007. Located at 2279 Valleydale Road, Suite 210, Birmingham, Alabama, 35244, the firm prides itself on offering clients independent, customized service solutions including full-service investment management, financial planning advice, and 401(k) services. For more information, please visit http://www.grinkmeyerleonard.com.

SHOOK Research considered wealth advisors who are mothers with at least one child living at home and under the age of 18. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research LLC. Overall, 15,627 advisors were considered, and 500 (3 percent) were recognized. This recognition and the due-diligence process conducted are not indicative of the advisor's future performance. Your experience may vary.

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Jessica Dolly

Jessica Dolly
Grinkmeyer Leonard Financial
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