JON LEONARD JOINS CONTINUUM PLANNING PARTNERS
Knoxville, Tennessee (March 24, 2021) – Continuum Planning Partners recently announced the addition of Jon Leonard, Financial Planner, to its team.
Jon transition to Financial Planning after working in the banking industry for seven years. During this time, he worked as a portfolio manager assisting with the acquisition and servicing of residential and commercial debt across the country. He holds FINRA (www.finra.org) Series 7 and 66 securities registrations as well as the Life and Health Insurance licenses.
As a Financial Planner with Continuum Planning Partners, Jon Leonard provides financial planning and investment strategies and solutions to individuals, families and businesses throughout Tennessee. Jon brings a wealth of experience and is known for combining practical, actionable advice delivered with care. A thorough and capable team of assistants and subject matter experts round out his approach to client service.
“I’m extremely excited to be joining Continuum,” said Jon Leonard. “One of the core values of this team is to be spark for your clients. I think this is a great example of the level of service my clients have expected, and future clients can anticipate.”
Continuum Planning Partners was formed by a group of financial planning professionals who wanted to focus on helping clients reach their financial goals through a comprehensive financial planning process that is based on objective advice and not just financial products.
Securities, Investment Advisory services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC, 12 Cadillac Drive, Suite 440, Brentwood, TN 37027 (615) 309-6300. CRN202303-280564