Robert P. Leonard III, CFP®, AIF®

Financial Advisor

Phone: 804-330-0711
Fax: 804-330-0880
E-mail: tripp.leonard@vamllc.com

Professional Experience:
Tripp Leonard is a partner of Virginia Asset Management. For over 15 years, he has worked with private businesses, their owners, and their key people in the areas of business succession planning, capital allocation & investment management, risk management, and employee benefits. His practice is focused on fee-based corporate & personal financial planning and investment advisory services for individuals, corporations, and qualified retirement plans.

Mission Statement:
Financial Independence affords security, flexibility, and opportunity: the security that comes with taking care of your family financially; the flexibility to choose the work & service for which you are passionate; the opportunity to reach back and help others.  Independence is the end that wealth serves.  Our mission is to help those people with whom we have a working relationship to define, plan for, and achieve their financial  independence.

Education:
Tripp is a graduate of University of Richmond’s Robins School of Business (1994) where he received a Bachelor of Science degree in Business Administration. He joined Virginia Asset Management in the fall of 1994.

Professional Affiliations and Certifications:
Certified Financial Planner™ Professional CFP®
Accredited Investment Fiduciary AIF®
Investment Advisor representative and a registered representative of Securian Financial Services
Member of Premier Resource Group, a national network of experienced wealth advisors
Series 7,6, & 65 Registrations
Life & Health licensed