Leon Ferro joined Allied Wealth Partners in July 2021, becoming part of a skilled group of financial professionals at the firm’s Martinsville, NJ office. Allied Wealth Partners provides Leon with the tools he needs to help his clients successfully navigate the most critical financial times in their life. He is able to leverage the knowledge and experience of the firm’s 100+ financial professionals and has a dedicated support staff to assist him in his practice.
In the 20+ years prior to joining Allied Wealth Partners, Leon had a successful career in Corporate and Institutional banking with Standard Chartered Bank in New York City. He spent time as a Managing Director leading a team of Relationship Bankers where he had responsibility for maintaining strong relationships with the bank’s largest financial institution clients.
Leon uses the skills and experience obtained from his years of client relationship building to cultivate meaningful working relationships with those who entrust him with their financial futures. Taking a holistic view of a person’s financial well-being, Leon ensures they are prepared for the road ahead. He uses various financial products (investments, life insurance, annuities) and strategies (asset allocation, college funding, retirement planning) to help them meet their unique financial needs.
Leon has a considerable interest in music and spends his time outside of the office serving on the Board of Samaritan Outreach Services (SOS). SOS is a non-profit organization that offers extensive assistance to disadvantaged and/or homeless men by providing mentoring, counseling, job training, housing, and other support services.
Leon completed a Post Graduate Program in International Management from the International Management Institute, New Delhi, India.