TERRI LEONARD, FPQP

Terri Leonard, FPQP™

Client Service Manager

Terri Leonard has been with Covenant Wealth Advisors since July of 2011 and is responsible for client service and managing our operations.

 

Previous to joining the firm she was in the healthcare industry and worked as a Certified Ophthalmic Assistant.  

 

Terri has an A.S. in Business Administration from Thomas Nelson Community College where she was in the Phi Theta Kappa Society. 

 

She completed the requirements to obtain the Financial Paraplanner Qualified Professional™ designation in 2012. 

 

Terri is a native of Williamsburg, VA and has a beautiful daughter, Layla.  She enjoys CrossFit, weightlifting, & spending time with her daughter.

Call (888) 320-7400 or click to get in touch.

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Covenant Wealth Advisors

 

Covenant Wealth Advisors is a private wealth management firm, fee only financial planner, and fiduciary advisor with offices in Richmond, VA and Williamsburg, VA.

Founded in 2010, we work with more than 140 families and manage over $180 million* in assets for clients in Virginia and across the country. 

Our fiduciary financial advisors and fee-only financial planners specialize in working with individuals and families age 50 plus, who are concerned about retirement.

CONTACT US

 

Toll Free: (888) 320-7400

Email: info@mycwa.com

Hours of Operation:

Mon - Friday: 09:00 AM - 05:00 PM 

 

WILLIAMSBURG VA LOCATION

351 McLaws Circle,

Suite 1

Williamsburg, VA 23185

(757) 259-0111

 

RICHMOND VA LOCATION

4870 Sadler Road

#300

Glen Allen, VA 23060

(804) 729-5265

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Covenant Wealth Advisors is a fee only financial planner and registered investment adviser with offices in Richmond, Va and Williamsburg, Va. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. *AUM as of June 30, 2018