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.