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Jacob L

Series 66

Annapolis, MD

Convergence Financial

Jacob Leddy is a financial advisor at Convergence Financial with 13 years of industry experience. He holds the Series 66 credential and has previously worked at City National Bank, RBC Capital Markets, Bank of America, and Merrill Lynch. Convergence Financial provides investment advisory and comprehensive financial planning to individuals, families, business entities, trusts, estates, and charitable organizations. The firm emphasizes strategic asset allocation and fundamental analysis to build tailored portfolios and offers a range of services including retirement plan consulting, managed strategist model portfolios, and fiduciary services under ERISA.

Retirement income strategy General retirement planning Equity compensation tax strategy Planning for children with special needs College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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