Broker Check
JANE LEONARD

JANE LEONARD

Financial Representative

Jane joined our team in March 2017. Prior to joining our firm, Jane had 28 years of financial services experience, her longest tenures with Vanguard and Securet Trust. Jane joins the team as a Financial Representative and she will be primarily supporting our Senior Financial Advisor, Thomas A. Kalejta. She will be a key player in the roll out of our firm’s special needs planning program – which is set to begin later this fall.  

 

Jane has her Series 7, 6, 66 and 65. She is also licensed in the Commonwealth of Pennsylvania as an agent for life insurance, accident and health insurance, fixed and variable annuities. She graduated from Villanova University with a B.S. degree in Business Administration with a concentration in finance and accounting.

 

Jane lives in Schwenksville with her husband and 2 daughters.