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Brian L

Series 63, Series 66

Kingwood, TX

Edward Jones

Brian Leatherwood is a financial advisor with Edward Jones in Kingwood, TX, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he serves as Vice President of The Forest Corporation, a family real estate business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large nationwide network of advisors and branch offices.

Retirement income strategy General retirement planning Charitable giving & philanthropy Multi-generational wealth transfer Wealth management Retired Founder/Business Owner Executive
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Santiago C

ChFC®, Series 63, Series 65

Kingwood, TX

Edward Jones

Santiago Carranza is a financial advisor with Edward Jones in Kingwood, TX, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 38 years of industry experience and has been with Edward Jones since 2012. Outside of his advisory role, Carranza serves as Chair of the Humble ISD Education Foundation, where he leads board meetings and participates in fundraising efforts. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Michael L

Series 66

Kingwood, TX

Edward Jones

Michael Leatherwood is a financial advisor with Edward Jones in Kingwood, TX, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2017 and also worked at Swinging Door from 2016 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Equity Recipients (RS/RSU, SOP, ESPP) Business ownership considerations General estate planning guidance Founder/Business Owner
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