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Donald L

Series 63, Series 65

Lubbock, TX

Cetera

Donald Leonard Jr. is a financial advisor at Cetera with over 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera and Voya Financial Advisors. Leonard is also the owner of Keith Leonard, LLC, which involves fixed insurance product sales, and he serves as a board member of a local condominium association and holds a position in the Wolfforth-Frenship Masonic Lodge. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers multiple portfolio management options and financial planning services, operating a multi-manager platform that supports various investment strategies across numerous program structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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