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Maria L

Series 63, Series 65

Congers, NY

LeBron Financial Services, Inc.

Maria Lebron is a financial advisor with LeBron Financial Services, Inc. in Congers, NY, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Her career includes roles at Empower Advisory Group, GWFS Equities, Inc., and Prudential Insurance Company of America. LeBron Financial Services provides financial planning and portfolio management for individual clients, including high-net-worth individuals, as well as retirement plan advisory and education services to small and medium-sized businesses and nonprofit organizations. The firm employs an investment approach based on Modern Portfolio Theory, using diversified asset allocation across institutional and no-load mutual funds, ETFs, and individual securities, and delivers both discretionary portfolio management and non-discretionary financial planning tailored to client objectives.

Cash flow / budgeting College savings (529s, UTMA, etc.) Life insurance needs analysis Founder/Business Owner Retired
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