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Andrew J. L
CFP®, Series 63, Series 65
Sarasota, FL
Procyon
Andrew J. Leung is a Certified Financial Planner (CFP®) with 25 years of industry experience. He currently works at Procyon Advisors, LLC and has previously been employed by UBS Securities LLC and operated his own practice. Outside of his advisory role, he is a licensed insurance agent involved in insurance sales and implementation. Procyon serves a diverse client base including individual and high-net-worth households, trusts, businesses, institutional investors, and retirement plans. The firm employs a primarily long-term, fundamental analysis investment approach, managing portfolios through both discretionary and non-discretionary mandates using mutual funds, ETFs, individual equities, fixed income, and third-party managers.
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