July's ambassador of the month is Matt Leonard from Edward Jones Investments. Edward Jones focuses on one client – the serious, long-term investor.
Whether this investor is a small business or an individual, Matt's goal is to help clients reach their long-term financial goals while exposing them to the highest level of service possible. Edward Jones has a wide array of products and services that include but are not limited to retirement planning (individual and employer-sponsored plans), employee education, estate considerations, and insurance services. Matt takes great pride in the personal relationships he has been able to develop with his clients.
Matt has found that his Carlsbad Chamber membership has been helpful in promoting his ability to support the business community in offering employee benefits such as 401k and life insurance plans. He has also been able to align himself with other professions to support his clients' needs. Matt has found that the best way to benefit from the Chamber is to get involved with a committee.
Matt Leonard graduated from Loyola Marymount University with a BA in Business Administration. He has lived in North County San Diego since 1995. Matt is married and is the father of two daughters. When not at work helping his clients, you may find him running, cycling or surfing. He is also a proud member of the mighty Miwok Tribe (YMCA Adventure Guides – Bear Nation). He is actively involved with the Vista Optimist Club raising funds to support youth activities. For more information please contact Matt Leonard at 760-434-7083 or email at
[email protected].
Whether this investor is a small business or an individual, Matt's goal is to help clients reach their long-term financial goals while exposing them to the highest level of service possible. Edward Jones has a wide array of products and services that include but are not limited to retirement planning (individual and employer-sponsored plans), employee education, estate considerations, and insurance services. Matt takes great pride in the personal relationships he has been able to develop with his clients.
Matt has found that his Carlsbad Chamber membership has been helpful in promoting his ability to support the business community in offering employee benefits such as 401k and life insurance plans. He has also been able to align himself with other professions to support his clients' needs. Matt has found that the best way to benefit from the Chamber is to get involved with a committee.
Matt Leonard graduated from Loyola Marymount University with a BA in Business Administration. He has lived in North County San Diego since 1995. Matt is married and is the father of two daughters. When not at work helping his clients, you may find him running, cycling or surfing. He is also a proud member of the mighty Miwok Tribe (YMCA Adventure Guides – Bear Nation). He is actively involved with the Vista Optimist Club raising funds to support youth activities. For more information please contact Matt Leonard at 760-434-7083 or email at
[email protected].